Free Utah Right-Sizing Scorecard
Not sure whether to downsize, remodel, sell first, or wait?
Answer a few quick questions and get a practical next step for your current home, next-home options, timing, and family planning.
Start where you are
A focused plan that still feels like DownsizePro.
1. Clarify your situation
The scorecard helps sort whether someone is researching, value-curious, helping parents, comparing homes, or stuck on timing.
2. Get a useful recommendation
Instead of pushing a generic contact form, the page gives a next step that matches the person’s concern.
3. Ask for help when ready
The form gives Phillip context before the first conversation while keeping the tone calm and no-pressure.
Right-Sizing Readiness Scorecard
Find your best starting point.
Choose the answers that fit best. Your recommendation updates before you submit, so this feels useful even before someone asks for help.
Recommended next step
Answer the scorecard to see your path.
Your result will appear here.
Planning path
A simple path from research to a real plan.
Helpful first, then a clear next step when someone is ready.
Scorecard
Identify the homeowner’s situation.
Checklist
Give a practical 6-month planning tool.
Right-sizing call
Discuss home value, timing, next-home options, and family logistics.
Real estate plan
Build the listing/search/timing plan only when the client is ready.
No guarantees. No pressure.
Real estate strategy, not legal, tax, lending, or retirement advice.
Phillip can help with current-home review, sale timing, search criteria, and real estate options. Tax, legal, lending, appraisal, inspection, medical, and retirement advice should come from the appropriate licensed professionals.