Planning Tools

Guides & Checklists

Stay organized during your senior housing search with our free printable tools and guides.

Step-by-step guide for community visits.

Compare properties side-by-side with consistent metrics.

Define budget, care needs, and priorities before you tour.

How It Works

Three Steps to a Better Search

Use the Goal Worksheet to align your family on budget, location, and care needs.

Bring the Tour Checklist to evaluate each community consistently.

Use the Scorecard to rank communities and make a confident choice.

It's Free!

Add worksheets to saved reports, share with family, and see tour results in one dashboard.