Your Next Chapter Guide
A Friendly Guide to Senior Living and Lifestyle Planning
Written by a senior, for seniors. Housing options, finances and legacy planning, explained simply. Read it at your own pace.
What’s Inside
38 pages
3 worksheets
Explained simply
Free
1
Living Options
Every option side by side, including staying where you are.
- Staying in place
- Downsizing and Prop 19
- Senior communities
- Moving in with family
- Creative paths
2
Finances
Funding the best years of your life.
- Your asset inventory
- Reverse mortgages
3
Creating Your Legacy
What happens to what you’ve built.
- Wills and trusts
- Probate
+
Your Worksheets
Put your own plan on paper.
- My Next Chapter
- Financial inventory
- Your legacy plan
This isn’t a rule book. It’s a conversation starter.
Written by a senior, for seniors.
Get Your Free Copy
However you’d like to read it, it’s yours.
By Email
The full guide as a PDF, sent to your inbox. You can also download it right away.
By Mail
Prefer paper in hand? I’ll mail a printed copy at no cost.
Download The Guide Right Now
The full guide as a PDF, click the button below to download it right away.
The guide is for general education only, not legal, financial or medical advice. Tax and real estate details are specific to California.
Questions After You Read It?
Reach me whichever way is easiest for you. I answer every message myself, within one business day.
Call or Text
619-850-5115
Any time. If I don’t pick up, leave a message or send a text and I’ll call you back.
Prefer writing? Send your question and I’ll answer by email. We only talk by phone if you’d like to.
Set Up a Conversation
Send a short note with the best time to reach you. We’ll talk it through by phone or Zoom.