Planning Tool

Family Goal Worksheet

Align your family on priorities before touring. This helps everyone focus on what matters most.

Priority Assessment

How critical is each criterion to your overall needs?

Monthly Budget

Location/Proximity

Specialized Medical Care

Social Activities & Engagement

Pet Policy

Target Monthly Budget ($)

Preferred Location

Timeline & Decision Makers

Primary Decision Maker

Desired Move-in Window

Pro Tip

Get Everyone on the Same Page

Fill this out together as a family. Having consensus on priorities upfront makes the decision process much smoother when it's time to choose a community.

Continue Planning

Other Helpful Tools

Tour Checklist

Step-by-step guide for community visits.

Community Scorecard

Compare properties side-by-side with consistent metrics.

Get Early Access to Planner Mode

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

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