Short answer: downsizing works best when you plan the sale and the purchase together. Know what your home will sell for, what you want next, and which order makes sense for your finances.
A simple plan
- Know your number. A real CMA on your current home, built from closed sales.
- Define the right size. Single-story? Low maintenance? A 55+ community? Closer to family?
- Choose the order. Sell first, buy first, or line them up. We’ll weigh the costs of each.
- Prep and sell. Fix what matters, skip what doesn’t, and launch with photos and video.
- Move once. Coordinate closings and timelines so you aren’t paying for two homes longer than you need to.
Keep your tax savings
If your current home is your Florida homestead, ask the county property appraiser about Save Our Homes portability before you buy. It can lower the taxes on your next home.
Book a call and I’ll put together a plan with real numbers for both sides.