Downsizing doesn’t have to feel overwhelming. This six-month plan breaks the process into manageable monthly milestones—from creating your budget to settling into your new place—with short video tips to guide you through each step. Follow along online, or download the printable guide to track your progress, make notes, and share the plan with family members or trusted professionals.

Copyright Anna Novak, Simply Downsized

  • Set a downsizing budget.
  • Get your legal ducks in a row.
  • Locate and preserve vital documents.
  • Obtain a to-scale drawing of your next place, if possible.
  • Start noting the belongings you use on a daily basis.

Organize and digitize printed photos and videos.
Digitize DVDs, CDs, slides, and VHS tapes.
Preserve artifacts and mementos you want to keep.
Document details of collections and mementos you’re not keeping.
Interview and hire an experienced downsizing coordinator or move
manager.

  • Complete a detailed space plan for you next place
  • Determine which furnishings will fit and what you may need to buy.
  • Choose accessories and decorative items to take with you.
  • Notice the clothing, shoes, and accessories you currently wear.

This is where all the pieces come together into one coordinated plan. We’ll help you align your home sale, move, and property clear-out so every step happens in the right order.

  • Sign off on your selling strategy, on-market tasks, and timeline.
  • Determine any improvements or repairs needed to prepare your home for sale.
  • Obtain accurate estimates for packing, moving, unpacking, and settle-in services.
  • Create a detailed plan for selling, donating, distributing, and disposing of everything not moving with you.
  • Finalize a detailed move-week plan, including responsibilities and timing for everyone involved.
  • Visit closets, bathrooms, side tables, and junk drawers for essential items.
  • List items you’ve been storing for others, arrange pick up.
  • Choose any hobby or recreational items you’ll need (and have space for).
  • Select seasonal decorations that will fit your next place.
  • Identify your most-used kitchen wares.
  • Select glassware, dishes, entertaining and display pieces to take with you.
  • Finalize your wardrobe, keeping only what fits and flatters.
  • Finalize decisions about personal care items.
  • Arrange for short-term storage if necessary for your home sale or clear-out plans.
  • Complete detailed move-week planning
  • Finalize plans for everything you’re not taking with you.
  • Consolidate all critical belongings (documents, medicine, jewelry, precious items) together before move day.
  • Confirm all needed belongings have been moved to your new place.
  • Complete settle-in services including art hanging, television setup, etc.
  • Remove all remaining furnishings, belongings and trash from your property.
  • Complete all needed repairs, improvement and maintenance for your property.
  • Finalize plans for deep-cleaning and prepping your property for market.
  • Maintain your property until your closing.
  • Complete all closing activities and utility transfers for your property.

Download the Downsize in Six Months Guide

Prefer a printable version? Download our complimentary Six-Month Downsizing Guide to help you stay organized, track your progress, and start important conversations with family members and trusted professionals.

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The hardest part is taking the first step. We’ll make the rest easy.