Verified transitions
Real stories from the Shift-Certified network — published with permission.
Each case study documents starting position, decision process, financial picture, and outcome six months in. Every closing price, timeline, and tax figure has been fact-checked. Including cases where the right answer was NOT to move.
Sarasota, FL · 34 years
Jim and Linda Morrison
A 34-year Sarasota home sells in five weeks after a structured 12-week prep, with Florida Save Our Homes portability preserving $14,000/year of assessed-value savings on the next purchase.
Naples, FL · 22 years
Walter K.
A widowed 78-year-old uses the Shift-Score process to decide NOT to move, and establishes a deliberate aging-in-place plan with a HECM line-of-credit as a deferred-access reserve.
San Diego, CA → Asheville, NC · 28 years
Adaeze and Chidi Okafor
28-year San Diego homeowners relocate to Asheville with coordinated CA Prop 19 / NC homestead handling, bridge financing for the Asheville purchase, and a carefully sequenced Medicare transition.
Scottsdale, AZ · 18 years
Susan R.
An early-stage rightsizing exploration — Susan R. used the Shift-Score to structure a decision she wasn’t ready to make, came out with clarity on what was missing, and is on a deliberate six-month timeline.
Austin, TX · 41 years
Tom and Janet Phillips
A 41-year Austin homeownership ends with a CCRC move — Tom and Janet chose an active-adult-with-care community after two decision weekends made the case for one-move rather than two-move planning.
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