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Hi, I’m Michele — a connector and trusted guide for 55+ homeowners and their families navigating life’s next chapter with clarity and confidence. We call it Smart-Sizing: aging in place, simplifying, downsizing, or investing — always with care and zero pressure. My husband and I self-manage 30+ rentals and reached financial freedom before 50. A Stanford education and careers at Bank of America and IBM shaped my strategic mindset and heart for helping families plan wisely. I’m passionate about multigenerational planning and helping others build stability, flexibility, and a living legacy of their own. Let’s connect!


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