REAL TRANSITIONS
REAL STORIES, REAL TRANSITIONS
Every homeowner's situation is different. These are real, anonymized examples of the decisions Lisa has guided clients through.
ADU INCOME
FROM FAMILY HOME TO ADU INCOME
SITUATION
CHALLENGE
RESULT
Homeowners in their 70s, 30 years in the same home, wanted to stay near family but needed extra income. Lisa guided them through the ADU planning process and connected them with trusted builders.
Result: A new rental unit generating steady income while they remained in their home.
CONFIDENT DOWNSIZE
A CONFIDENT DOWNSIZE AFTER 25 YEARS
SITUATION
CHALLENGE
RESULT
A couple ready to simplify after 25 years in a large Victorian felt overwhelmed by decluttering and unsure of tax implications. Lisa coordinated timing around Proposition 19 and connected them with a senior move manager.
Result: A smooth sale and a stress-free move to a smaller, more manageable home.
AGING IN PLACE
CHOOSING TO AGE IN PLACE
SITUATION
CHALLENGE
RESULT
A widow in her 80s was unsure whether to sell or stay, with safety concerns around stairs and an outdated bathroom. Lisa recommended a targeted retrofit instead of a sale — curbless shower, wider doorways, better lighting.
Result: She remains safely and happily in the home she raised her family in.
