Rightsizing for Retirement: Your Step-by-Step Checklist
Use this checklist to get started on your rightsizing journey.
- Walk through each room in your home and note what you use daily vs. rarely
- List furniture and belongings you want to keep, but not use in your current or new space
- Identify which items will be stored temporarily vs. long-term; that will help when organizing your unit
- Look for storage options near you with the amenities you desire
- Size
- Month-to-month lease
- Climate-controlled
- 24/7 access
- Security features (video, alarms)
- Drive-up access
- Moving truck usage
- Maintenance practices
- Cost, bill pay options
- Measure rooms in your new home or community
- Sort and organize belongings
- Keep (but temporarily)
- Donate
- Sell
- Store
- Create an inventory of items either written down or digitally (or both)
- Label all boxes clearly with contents and destination
- Schedule a revisit to your storage unit after 3–6 months
Guardian Storage has locations across Pennsylvania, Colorado, and West Virginia. Reserve online, stop by, or call 1-888-373-7368. We’re here to help.




