Senior Move & Money Plan
Move closer to family and eliminate monthly mortgage payments — with one trusted team handling your sale, purchase, and mortgage from start to finish.
We help you right-size your home, improve cash flow, and make your move stress-free.
Who It’s For
If you’re 62 or older and want to be closer to children or grandchildren, or you’d like to reduce monthly expenses, this plan was created for you. Adult children and caregivers are welcome to join the process.
What You Get
We coordinate every step of your transition:
• Sale of Your Current Home – pricing strategy, listing prep checklist, vendor coordination, showings, offers, inspections
• Purchase of Your New Home “Family-First” search within 15 minutes of loved ones, 3-Saturday tour plan, negotiations
• Mortgage Options reverse or traditional mortgage review, application, processing, and closing concierge
• Move & Setup downsizing coordination, movers scheduling, utilities and address changes
• Single Point of Contact – one concierge to coordinate everything
Included Bonuses
We go further by adding:
1. Certified Reverse Mortgage Review (neutral, side-by-side comparison)
2. Downsizing Playbook + estate sale partner introduction
3. Moving-Day Coordination + Utilities & Address Change Checklist
4. Home Safety Walkthrough (vendor vetted)
5. Family Communication Pack (Zoom briefing for adult children)
If we miss agreed milestones — such as listing live date, offer presentation window, or loan milestones — without your written approval, we credit part of our listing commission back to you at closing.
Availability
• One Team, No Hand-offs – Real Estate and Mortgage under one roof
• Faster Timelines – 72-hour listing prep + 21-day property shortlist plan
• Less Stress – we handle paperwork, vendors, and move logistics
Because this program is so hands-on, we accept only 6 Senior Move & Money Plan clients per month. Reserve your spot while openings remain.
Next Step
Call Bruce Roth at (702) 277-1303 or
Email: bruce@newdawnrealestate.co
Or simply click below to book your 20-minute “Move & Money Fit Call”:
For a 20 minute call click [ Book My Free Fit Call → ]