An early conversation does not commit you to a move. It gives Debbi a chance to understand what you are considering and help you identify the parts worth planning now.
Walk through the California home, discuss potential preparation and outline your preferred timing. Start a short list of what you want from your next community, without locking yourself into a property too early.
Revisit the plan as your timing becomes clearer. Sale estimates, available homes and financing should be refreshed when you are closer to making decisions.
A starting point for discussion. Your agents, lender and other qualified advisers can help evaluate the details of your situation.