Tailored Transitions

My family enlisted the help of Stacey Mardesich at Tailored Transitions by way of referral from an independent living facility. Using a «seniors» specialist sounded like a good idea to help my Mom (age 90) sell her home of 34 years in San Jose. It was important to have a professional that was not only very competent at the real estate business but compassionate enough to understand the difficulties of transitioning an aging family member or parent. My Mom and siblings agreed to work with Tailored Transitions with the help of my influence after I had a marketing strategy interview with Stacy. Stacy and her real estate team was efficient and competent. Communication was very good. We eventually closed at an above-​listing price sale.
As a real estate investor, former lender and appraiser, I have been involved in hundreds of real estate transactions. it’s extremely important to not only be competent but compassionate to which we serve our clients. I am in the process of obtaining my real estate license so that I too can help families in transition (similar to my family experience). After my Mom’s home closing, I hoped to consult with Stacy so that I could pick her brain about my new real estate direction. We scheduled a California to Colorado conference call. Stacy let me know that she had important business to take care of at the time of our call and indicated that she would call me that day to talk. She never called me back or followed up. I’m rather disappointed.
Over all the transaction to sell my Mom’s home went well. I was very impressed but Stacy’s lack of follow up (to consult with me) was disappointing. Based on this experience, I sense that Stacy is very busy and more focused on her business and it’s profitability than to honor an opportunity to help a client out on a personal need.

Tailored Transitions recently moved my wife’s parents. They had decided to move into a retirement community and sell their house. I’m not sure what I expected, but was overwhelmed by the level of professionalism and care shown during the entire process. Stacy (1) and her husband Brent laid out the process in detail and took the time to explain anything that my in-​laws didn’t understand. Stacy (2) actually handled the packing and moving part and is probably one of the nicest people I have ever met. Simply put, she cares. She spent as much time taking care of my in-​laws as she did on the packing and moving. She made several trips back and forth as my in-​laws found things they wanted or didn’t want and was only ever cheerful and helpful, a truly helpful person.
After having lived in their home for 46 years, the absolute lack of drama during the move was remarkable.

I work at a senior community and highly recommend the services of Tailored Transitions because they are a great resource for our residents and potential residents. They understand the needs of older adults as well as the process, both physically and mentally that needs to take place when downsizing occurs. Whether they are called upon for real estate services, moving services, downsizing services, etc., they offer their clients complete peace of mind.
In my experience, any referral sent to Tailored Transitions will be well taken care of and handled appropriately. Families will be treated well and with the utmost respect and care. All of these are important factors when referring a company.
While all of their team is wonderful, Lisa is a fantastic representative for Tailored Transitions. She has a great personality and way about her, she’s always willing to go above and beyond to take care of her clients and put them at ease. All of these things together make it easy to recommend Tailored Transitions.