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Launching S.F. East Bay Area's First Savvy Movers Circle!

Couple Moving

Launching S.F. East Bay Area's First Savvy Movers Circle!


Savvy Seniors Living Logo

WHAT: A community of like-minded people committed to making downsizing easy! Savvy Movers Circle is a professionally led support group addressing the challenges of downsizing. Participants join forces to overcome feelings of overwhelm and navigate the intricate decisions surrounding when, where, why, and how to downsize. Our purpose is to assist members in successfully moving through the stages of readiness and change, ultimately concluding with a move and home sale.


WHO SHOULD JOIN:

  • Those planning a move in the next 1-3 years

  • People who like to make informed decisions

  • Proactive planners

Together, we provide unwavering support as you navigate the downsizing journey. Membership offers comprehensive benefits designed to educate, equip, and empower you throughout the process.

CONSULTING:

  • Comprehensive strategy session with a Certified Senior Housing Professional

  • In-person home evaluation and pricing opinion by a Certified Senior Housing Professional

  • Consultation with a local, highly experienced professional Move Manager

  • Legal documentation review by a local estate planning attorney

  • Long-term care insurance review by a local insurance expert

  • Consultation with a local financial planner/wealth manager

PROFESSIONAL PEER SUPPORT:

  • Monthly club meetings for task resolution, resource sharing, and mutual support

  • Unlimited phone, email, and text support for all senior living, moving, downsizing, and real estate inquiries

  • Trusted referrals to respected local advisors and service professionals

  • Shredding service 1-2 times annually

EDUCATIONAL RESOURCES:

  • Priority seating at Savvy Seniors Living seminars

  • Branded binder to organize your materials

  • Organized meet-ups at relevant businesses and group senior living discovery tours

PRINTED RESOURCES:

  • Articles, educational materials, guides, and downsizing checklists

  • Complimentary "Downsizing Made Easy Guide" ($24.95 value)

Membership Fee: Only $150 per household (one-time payment)

Club members receive a credit equivalent to their membership fee when using THE BOOMERS, ZOOMERS & SAVVY SENIORS ON THE MOVE division at Keller Williams Realty East Bay to sell their home. Credit applied at close of escrow.

Interested???

STEP 1: Call Dayna at 925-788-6582 TODAY to learn about New Member Qualification STEP 2: We'll gather specific information and set clear expectations before extending an invitation STEP 3: If it's a good fit, attend the Introduction Meeting to learn more

Introduction Meeting: WEDNESDAY, FEB. 25th, 1:00-2:00 PM Keller Williams Realty East Bay 210 N. Civic Dr.,

Suite #130

Walnut Creek, 94596


ONGOING meetings:

SECOND WEDNESDAY of each month, 1:30-3:00 PM  





 
 
 

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