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A Quick Check-In

Health and Support Network (Friends, Family and Neighbors)

Can Support Me?
Can Support Me?
Can Support Me?

My main concerns are:

Select all that apply
When you think about making a housing transition, how do you feel? (Check all that apply.)
Are you stuck on the fence for any of these reasons?:

STEP 1 of 5: VISION Exercise: The Postcard from the future

Click on all of the things you want MORE of in your life
Stay Or Go Workbook V.2026.03 NEW.pdf.png
Stay Or Go Workbook V.2026.03 NEW.pdf (1).png
Click on all of the things you want LESS of in your life
Stay Or Go Workbook V.2026.03 NEW.pdf.png
Stay Or Go Workbook V.2026.03 NEW.pdf (1).png

STEP 2 of 5: REALITY Exercise: Understanding Your Homeownership

Evaluating Your Financial Position:

I know exactly what my monthly income and expenses are:
I am cash flow positive every month (maintenance & emergencies):
I have an investment portfolio to support my long-term needs:
I have liquid funds to pay for in-home care services ($6K-$20K/Mo.):
I have a formal written financial plan that spells out my future:

Evaluating Your Physical (Health and Social) Position:

My health is good and will stay relatively the same for the next 5-10 years:
I stay physically and mentally active on a regular basis:
I have a strong social life and engage in meaningful activities:
I still enjoy cooking, driving, and doing things on my own:
I can relocate to any area without ties to my doctor(s):

Evaluating Your Personal (Support Network) Position:

I live with someone or have a consistent companion:
My close family or adult children live nearby:
Local friends, family, or neighbors are willing to care for me:
I feel emotionally supported and socially connected:
I can relocate without ties to my friends, groups, hobbies

Evaluating Your Trust & Taxes Position:

I have a current living trust and estate plan in place:
I have reviewed my trust in the past 5 years:
I know how the title is held to my home
I know what to do when/if a co-owner passes away:
I have a list of home upgrades and the costs for tax purposes:

Evaluating Your Real Estate (Functionally) Position:

My home is in excellent condition and doesn’t need major repairs:
I love my home’s layout and how it fits my lifestyle today:
I can afford to maintain my home without stress:
My home has been upgraded for safety
My home has a downstairs bedroom and full bath:

STEP 3 of 5: OPTIONS: Exploring Your Available Paths

Filter by County
Ownership Type:
Month to Month or Entrance Fee
Filter by Available Unit Type
Which Type of Senior Living Communities Interest you? Select all that apply:
Preferred Building Type(s):
External Neighborhood:
Secured Parking?
Swimming Pool?
Filter by Pet Policy

Prioritize Your Community Criteria

💭 If you can only choose one, what would it be:

Comparison 1 of 21

⚖️ Just a quick tie-breaker to help us understand your priorities better.

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Community Name
City
County
COMMUNITY ADDRESS
Care Levels
Pricing Link
Floorplan Link
Amenities link
Waters Edge Lodge
Alameda
Alameda
801 Island Dr, Alameda, CA 94502
Assisted Living,Independent Living
https://thepointatrockridge.com/gallery-floor-plans/floor-plans
https://thepointatrockridge.com/gallery-floor-plans/floor-plans
Oakmont of Mariner Point
Alameda
Alameda
2400 Mariner Square Dr, Alameda, CA 94501
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/marinerpoint/gallery/floorplans/
https://oakmontseniorliving.com/marinerpoint/amenities/
Cardinal Point at Mariner Square
Alameda
Alameda
2100 Mariner Square Loop, Alameda, CA 94501
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://www.cpseniorliving.com/floor-plans
https://www.cpseniorliving.com/community
TreVista Senior Living & Memory Care
Antioch
Contra Costa
3950 Lone Tree Way, Antioch, CA 94509
Assisted Living,Memory Care On-Campus
https://trevistaseniorliving.com/trevista-at-antioch/rates-antioch/
The Commons at Dallas Ranch
Antioch
Contra Costa
4751 Dallas Ranch Rd, Antioch, CA 94531
Memory Care On-Campus,Independent Living,Assisted Living
https://www.mbkseniorliving.com/senior-living/ca/antioch/commons-dallas-ranch/floor-plans-pricing#/
https://www.mbkseniorliving.com/senior-living/ca/antioch/commons-dallas-ranch/floor-plans-pricing#/
https://www.mbkseniorliving.com/senior-living/ca/antioch/commons-dallas-ranch/features-amenities
Aegis Living Aptos
Aptos
Santa Cruz
125 Heather Terrace, Aptos, CA 95003
Assisted Living,Independent Living,Memory Care On-Campus
https://www.aegisliving.com/services/light-assisted-living/
Cogir of Belmont
Belmont
San Mateo
900 6th Ave, Belmont, CA 94002
Assisted Living
https://cogirusa.com/communities/cogir-of-belmont/floor-plans/
https://cogirusa.com/communities/cogir-of-belmont/amenities/
Silverado Belmont Hills Memory Care
Belmont
San Mateo
1301 Ralston Ave, Belmont, CA 94002
Memory Care On-Campus,Assisted Living
https://www.silverado.com/resident-life/amenities/
Ivy Park at Belmont
Belmont
San Mateo
1010 Alameda de las Pulgas, Belmont, CA 94002
Assisted Living,Memory Care On-Campus
https://ivyliving.com/belmont/floor-plans/
https://ivyliving.com/belmont/amenities/
MorningStar Senior Living of Berkeley
Berkeley
Alameda
2000 Dwight Way, Berkeley, CA 94704
Assisted Living,Independent Living,Memory Care On-Campus
Burlingame Senior Living
Burlingame
San Mateo
250 Myrtle Rd, Burlingame, CA 94010
Assisted Living,Independent Living,Memory Care On-Campus
https://burlingameseniorliving.com/living-options/independent-living/
https://burlingameseniorliving.com/services-and-amenities/
Mills Estate Villa
Burlingame
San Mateo
1733 California Dr, Burlingame, CA 94010
Assisted Living
The Trousdale
Burlingame
San Mateo
1600 Trousdale Dr, Burlingame, CA 94010
Assisted Living,Independent Living,Memory Care On-Campus
https://www.eskaton.org/trousdale-floor-plans
https://www.eskaton.org/trousdale-independent-living
Palm Villas Memory Care Campbell
Campbell
Santa Clara
3333 S Bascom Ave, Campbell, CA 95008
Assisted Living,Memory Care On-Campus
http://palmvillasfamily.com/care-offerings/our-personal-services/
http://palmvillasfamily.com/care-offerings/our-personal-services/
Merrill Gardens Campbell
Campbell
Santa Clara
115 S Winchester Blvd, Campbell, CA 95008
Assisted Living,Independent Living,Memory Care On-Campus
https://www.merrillgardens.com/senior-living/ca/campbell/merrill-gardens-at-campbell/floor-plans#/
https://www.merrillgardens.com/senior-living/ca/campbell/merrill-gardens-at-campbell/
Pacific Coast Manor
Capitola
Santa Cruz
1935 Wharf Rd, Capitola, CA 95010
Skilled Nursing On-Campus
Carmel Valley Manor
Carmel
Monterey
8545 Carmel Valley Rd, Carmel, CA 93923
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://cvmanor.com/living-here/#amenities
The Cottages of Carmel
Carmel
Monterey
26245 Carmel Rancho Blvd, Carmel, CA 93923
Assisted Living,Memory Care On-Campus
https://ivyliving.com/carmel/gallery/#ivy-floorplans
https://ivyliving.com/carmel/services/#ivypark-amenities
Del Mesa Carmel
Carmel
Monterey
500 Del Mesa Carmel, Carmel, CA 93923
55 + Independent Living
https://www.delmesacarmel.org/facilities-amenities
Pacific Meadows Senior Living
Carmel Valley
Monterey
980 Irving Ave, Carmel Valley, CA 93924
Independent Living
https://www.humangood.org/pacific-meadows
Eskaton Village Carmichael
Carmichael
Sacramento
3847 Walnut Ave, Carmichael, CA 95608
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://discover.eskaton.org/village-carmichael/living-options/independent-living/#floorplans
https://discover.eskaton.org/village-carmichael/lifestyle/amenities/
Sunrise of Carmichael
Carmichael
Sacramento
5451 Fair Oaks Blvd, Carmichael, CA 95608
Assisted Living,Memory Care On-Campus
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-carmichael#floorplans
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-carmichael#overview
Vine Ridge Senior Living
Cloverdale
Sonoma
247 Treadway Dr, Cloverdale, CA 95425
Assisted Living,Memory Care On-Campus
https://timberridgecare.com/communities/vine-ridge/rooms
Peninsula Reflections
Colma
San Mateo
205 Collins Ave, Colma, CA 94014
Assisted Living,Memory Care On-Campus
https://www.crmscommunities.com/senior-living/ca/colma/peninsula-reflections/floor-plans#/
https://www.crmscommunities.com/senior-living/ca/colma/peninsula-reflections/services-amenities
Sunny View Retirement Community
Cupertino
Santa Clara
22445 Cupertino Rd, Cupertino, CA 95014
Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Independent Living,Skilled Nursing On-Campus
https://frontporch.net/community/sunny-view/plans/
https://frontporch.net/community/sunny-view/plans/
https://frontporch.net/community/sunny-view/services-amenities/
Chateau Cupertino
Cupertino
Santa Clara
10150 Torre Ave, Cupertino, CA 95014
Independent Living
https://chateau-cupertino.com/rates/
https://chateau-cupertino.com/amenities/
The Forum at Rancho San Antonio
Cupertino
Santa Clara
23500 Cristo Rey Dr, Cupertino, CA 95014
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://www.theforum-seniorliving.com/residences/floor-plans/
https://www.theforum-seniorliving.com/life-at-the-forum/amenities/
Peninsula Del Rey
Daly City
San Mateo
165 Pierce Street, Daly City, CA 94015
Assisted Living,Independent Living
https://www.srgseniorliving.com/daly-city-ca-peninsula-del-rey/floor-plans-and-pricing/
https://www.srgseniorliving.com/daly-city-ca-peninsula-del-rey/floor-plans-and-pricing/
https://www.srgseniorliving.com/daly-city-ca-peninsula-del-rey/community/lifestyle/
Mission Villa Senior Living
Daly City
San Mateo
995 E Market St, Daly City, CA 94014
Memory Care On-Campus
https://missionvillaseniorliving.com/services-and-amenities/
Serra Highlands Senior Living
Daly City
San Mateo
501 King Dr, Daly City, CA 94015
Assisted Living
https://serrahighlandsseniorliving.com/living-options/
https://serrahighlandsseniorliving.com/services-and-amenities/
Sunrise of Danville
Danville
Contra Costa
1027 Diablo Rd, Danville, CA 94526
Assisted Living,Memory Care On-Campus
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-danville#floorplans
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-danville
Carlton Senior Living Elk Grove
Elk Grove
Sacramento
6915 Elk Grove Blvd, Elk Grove, CA 95758
Independent Living,Assisted Living,Memory Care On-Campus
The Woodlake Senior Living
Elk Grove
Sacramento
6720 Laguna Park Dr, Elk Grove, CA 95758
Memory Care On-Campus,Assisted Living
https://www.onelifeseniorliving.com/communities/the-woodlake-senior-living?utm_source=GBP&utm_medium=organic#anchor-floorplans
https://www.onelifeseniorliving.com/communities/the-woodlake-senior-living?utm_source=GBP&utm_medium=organic#anchor-amenities-services
Brookdale Folsom
Folsom
Sacramento
780 Harrington Way, Folsom, CA 95630
Assisted Living,Memory Care On-Campus
https://www.brookdale.com/en/communities/brookdale-folsom.html?cid=yext#floorplan
https://www.brookdale.com/en/communities/brookdale-folsom.html?cid=yext#amenities
Oakmont of Folsom
Folsom
Sacramento
1574 Creekside Dr, Folsom, CA 95630
Independent Living,Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/folsom/gallery/floorplans/
https://oakmontseniorliving.com/folsom/amenities/
Revel Folsom
Folsom
Sacramento
2075 Iron Point Rd, Folsom, CA 95630
55 + Independent Living
https://revel-folsom-rentcafewebsite.securecafe.com/onlineleasing/revel-folsom/oleapplication.aspx?stepname=Apartments&myOlePropertyId=1516260&floorPlans=4802237
https://revelcommunities.com/communities/folsom/floorplans/
https://revelcommunities.com/communities/folsom/amenities/
Creekside Oaks Retirement Community
Folsom
Sacramento
1790 Creekside Oaks Dr, Folsom, CA 95630
Independent Living
https://www.sunshineretirementliving.com/folsom-retirement-living/?utm_source=local&utm_medium=organic&utm_campaign=gmb#floorplan
https://www.sunshineretirementliving.com/folsom-retirement-living/?utm_source=local&utm_medium=organic&utm_campaign=gmb#floorplan
CountryHouse Residence
Folsom
Sacramento
11895 Dorsey Cir, Folsom, CA 95630
Memory Care On-Campus
https://countryhouse.net/locations/california/granite-bay/granite-bay-rooms-rates/?
Atria at Foster Square
Foster City
San Mateo
707 Thayer Lane, Foster City, CA 94404
Assisted Living,Independent Living,Memory Care On-Campus
https://www.atriaseniorliving.com/retirement-communities/atria-at-foster-square-foster-city-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-at-foster-square-foster-city-ca/amenities-and-services
Cogir of Fremont Senior Living
Fremont
Alameda
2860 Country Dr, Fremont, CA 94536
Assisted Living,Memory Care On-Campus
https://cogirusa.com/cost-savings-calculator/?community=cogir-of-fremont
https://cogirusa.com/communities/cogir-of-fremont/floor-plans/
https://cogirusa.com/communities/cogir-of-fremont/amenities/
Carlton Senior Living Fremont
Fremont
Alameda
3800 Walnut Ave, Fremont, CA 94538
Assisted Living,Independent Living
Merrill Gardens Gilroy
Gilroy
Santa Clara
7600 Isabella Way, Gilroy, CA 95020
Assisted Living,Independent Living
https://www.merrillgardens.com/senior-living/ca/gilroy/merrill-gardens-at-gilroy/floor-plans#/
https://www.merrillgardens.com/senior-living/ca/gilroy/merrill-gardens-at-gilroy/?utm_source=GBP&utm_medium=organic
Eskaton Gold River
Gold River
Sacramento
11390 Coloma Rd, Gold River, CA 95670
Independent Living,Assisted Living,Memory Care On-Campus
https://discover.eskaton.org/gold-river/living-options/independent-living/
https://discover.eskaton.org/gold-river/lifestyle/
MorningStar Senior Living of Hayward
Hayward
Alameda
1801 Mission Blvd, Hayward, CA 94541
Assisted Living,Independent Living,Memory Care On-Campus
Healdsburg Senior Living (Pacifica)
Healdsburg
Sonoma
725 Grove St, Healdsburg, CA 95448
Assisted Living,Memory Care On-Campus
https://theridgeseniorlife.com/living-options/
https://theridgeseniorlife.com/services-and-amenities/
Merrill Gardens at Lafayette
Lafayette
Contra Costa
1010 Second St, Lafayette, CA 94549
Memory Care On-Campus,Assisted Living,Independent Living
https://www.merrillgardens.com/senior-living/ca/lafayette/merrill-gardens-at-lafayette/floor-plans#/
https://www.merrillgardens.com/senior-living/ca/lafayette/merrill-gardens-at-lafayette/types-of-care
Sun City Lincoln Hills
Lincoln
Placer
965 Orchard Creek Ln, Lincoln, CA 95648
55 + Independent Living
https://www.suncity-lincolnhills.org/web/sun-city-lincoln/amenities
Solstice Senior Living at Lodi
Lodi
San Joaquin
2145 W Kettleman Ln, Lodi, CA 95242
Independent Living
Bridgepoint at Los Altos
Los Altos
Santa Clara
1174 Los Altos Ave, Los Altos, CA 94022
Assisted Living,Independent Living
https://www.kiscoseniorliving.com/senior-living/ca/los-altos/bridgepoint-at-los-altos/floor-plans
https://www.kiscoseniorliving.com/senior-living/ca/los-altos/bridgepoint-at-los-altos/independent-living
The Terraces of Los Altos
Los Altos
Santa Clara
373 Pine Ln, Los Altos, CA 94022
Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Independent Living,Skilled Nursing On-Campus
https://www.humangood.org/the-terraces-at-los-altos/pricing-information
https://www.humangood.org/the-terraces-at-los-altos/senior-living-options/independent-living#floorplans
https://www.humangood.org/the-terraces-at-los-altos/senior-living-options/independent-living#amenities
Ivy Park at Los Gatos
Los Gatos
Santa Clara
400 Blossom Hill Rd. Los GatosCA 95032
Assisted Living,Memory Care On-Campus
https://ivyliving.com/losgatos/floor-plans/
https://ivyliving.com/losgatos/amenities/
The Terraces of Los Gatos
Los Gatos
Santa Clara
800 Blossom Hill Rd. Los Gatos, CA 95032
Independent Living,Assisted Living,Memory Care On-Campus,Skilled Nursing On-Campus,CCRC (all levels on campus)
https://www.humangood.org/the-terraces-of-los-gatos/pricing-information
https://www.humangood.org/the-terraces-of-los-gatos/senior-living-options/independent-living#floorplans
https://www.humangood.org/the-terraces-of-los-gatos/senior-living-options/independent-living#amenities
El Sombroso Oaks
Los Gatos
Santa Clara
15860 Poppy Ln. Los Gatos, CA 95030
Independent Living
https://frontporch.net/community/el-sombroso-oaks/plans/
https://frontporch.net/community/el-sombroso-oaks/services-amenities/
Cogir of Manteca
Manteca
San Joaquin
1616 E Louise Ave, Manteca, CA 95336
Assisted Living,Independent Living,Memory Care On-Campus
https://cogirusa.com/communities/cogir-of-manteca/floor-plans/
https://cogirusa.com/communities/cogir-of-manteca/amenities/
Silver Oaks Memory Care
Menlo Park
San Mateo
16 Coleman Place, Menlo Park, CA 94025
Assisted Living,Memory Care On-Campus
https://silveroaksmc.com/floor-plans
https://silveroaksmc.com/services-amenities
The Redwoods – Retirement, Assisted Living & Skilled Nursing
Mill Valley
Marin
40 Camino Alto, Mill Valley, CA 94941
Independent Living,Assisted Living,Memory Care On-Campus,Skilled Nursing On-Campus,CCRC (all levels on campus)
https://www.theredwoods.org/community-life
Marin Terrace
Mill Valley
Marin
297 Miller Ave, Mill Valley, CA 94941
Assisted Living
https://www.marinterracecare.com/amenities-rates
Cadence Millbrae
Millbrae
San Mateo
1201 Broadway, Millbrae, CA 94030
Assisted Living,Independent Living,Memory Care On-Campus
https://cogirusa.com/communities/cadence-millbrae/floor-plans/
https://cogirusa.com/communities/cadence-millbrae/amenities/
Ivy Park at Milpitas
Milpitas
Santa Clara
80 Cedar Way, MilpitasCA 95035
Assisted Living
https://ivyliving.com/milpitas/gallery/#ivy-floorplans
https://ivyliving.com/milpitas/services/#ivypark-amenities
Cypress Ridge Care Center
Monterey
Monterey
150 Cypress Ridge Rd, Monterey, CA 93940
Skilled Nursing On-Campus
https://cypressridgecarecenter.com/services/
The Park Lane
Monterey
Monterey
200 Glenwood Cir, Monterey, CA 93940
Assisted Living,Independent Living,Memory Care On-Campus
https://montereyparklane.com/living-options/
https://montereyparklane.com/services-and-amenities/
Merrill Gardens at Monterey
Monterey
Monterey
200 Iris Canyon Rd, Monterey, CA 93940
Assisted Living,Independent Living,Memory Care On-Campus
https://www.merrillgardens.com/senior-living/ca/monterey/merrill-gardens-at-monterey/floor-plans#/
https://www.merrillgardens.com/senior-living/ca/monterey/merrill-gardens-at-monterey/types-of-care
Ivy Park at Monterey
Monterey
Monterey
1110 Cass St, Monterey, CA 93940
Assisted Living,Memory Care On-Campus
https://ivyliving.com/monterey/gallery/#ivy-floorplans
https://ivyliving.com/monterey/services/#ivypark-amenities
Westmont of Morgan Hill
Morgan Hill
Santa Clara
1160 Cochrane Rd, Morgan Hill, CA 95037
Assisted Living,Independent Living,Memory Care On-Campus
https://tools.westmontliving.com/westmont-of-morgan-hill-floor-plans-and-pricing
https://westmontliving.com/our-communities/california/morgan-hill/westmont-of-morgan-hill/
Valley Pines Assisted Living
Morgan Hill
Santa Clara
545 E Main Ave, Morgan Hill, CA 95037
Assisted Living
https://www.valleypines.com/care-home-amenities
https://www.valleypines.com/care-home-amenities
Primavera Gardens
Morgan Hill
Santa Clara
16095 Church St, Morgan Hill, CA 95037
Assisted Living
https://www.primaveragardens.com/pages/about-residential-care-facility-for-elderly-morgan-hill-ca
https://www.primaveragardens.com/pages/services
Redwood Villa Retirement Residence
Mountain View
Santa Clara
1981 Montecito Ave, Mountain View, CA 94043
Independent Living
http://www.redwoodvilla.com/
http://www.redwoodvilla.com/
Villa Siena Senior Living Community
Mountain View
Santa Clara
1855 Miramonte Ave, Mountain View, CA 94040
Assisted Living,Independent Living
https://villa-siena.org/about/
https://villa-siena.org/about/
Aegis Living Napa
Napa
Napa
2100 Redwood Rd, Napa, CA 94558
Assisted Living,Memory Care On-Campus
https://www.aegisliving.com/locations/aegis-living-napa-ca/#floorplans
Calligraphy Napa Valley
Napa
Napa
4055 Solano Ave, Napa, CA 94558
Independent Living,Assisted Living,Memory Care On-Campus
https://calligraphynapavalley.com/gallery-and-floor-plans/floor-plans
https://calligraphynapavalley.com/senior-lifestyle
Holiday Springs of Napa
Napa
Napa
3460 Villa Ln, Napa, CA 94558
Independent Living
https://www.holidayseniorliving.com/retirement-communities/holiday-springs-of-napa-ca/senior-apartments
https://www.holidayseniorliving.com/retirement-communities/holiday-springs-of-napa-ca/senior-amenities-and-services
Holiday Redwood Retirement Residence
Napa
Napa
2350 Redwood Rd, Napa, CA 94558
Independent Living
https://www.holidayseniorliving.com/retirement-communities/holiday-redwood-napa-ca/senior-apartments
https://www.holidayseniorliving.com/retirement-communities/holiday-redwood-napa-ca/senior-amenities-and-services
Meadows of Napa Valley
Napa
Napa
1800 Atrium Parkway, Napa, CA 94559
Independent Living,Assisted Living,Memory Care On-Campus,Skilled Nursing On-Campus,CCRC (all levels on campus)
https://www.meadowsofnapavalley.org/residences/pricing
https://www.meadowsofnapavalley.org/residences/floor-plans
https://www.meadowsofnapavalley.org/lifestyle/services-amenities
Silverado Orchards Retirement
Napa
Napa
601 Pope Street, St. Helena, CA 94574
Independent Living
https://silveradoorchards.com/floor-plans.php
https://silveradoorchards.com/services.php
Oakmont of Novato
Novato
Marin
1465 S Novato Blvd, Novato, CA 94947
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/novato/gallery/floorplans/
https://oakmontseniorliving.com/novato/amenities/
Atria Tamalpais Creek
Novato
Marin
853 Tamalpais Ave, Novato, CA 94947
Assisted Living,Independent Living,Memory Care On-Campus
https://www.atriaseniorliving.com/retirement-communities/atria-tamalpais-creek-novato-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-tamalpais-creek-novato-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-tamalpais-creek-novato-ca/amenities-and-services
Lake Park Senior Living
Oakland
Alameda
1850 Alice St, Oakland, CA 94612
Assisted Living
https://lakeparkseniorliving.com/photo-gallery-floor-plans/
https://lakeparkseniorliving.com/services-and-amenities/
Pacifica Senior Living Oakland Heights
Oakland
Alameda
2361 E 29th St, Oakland, CA 94602
Assisted Living,Memory Care On-Campus
https://oaklandheightsseniorliving.com/living-options/independent-living/
https://oaklandheightsseniorliving.com/services-and-amenities/
The Point at Rockridge
Oakland
Alameda
4500 Gilbert St, Oakland, CA 94611
Assisted Living,Independent Living,Memory Care On-Campus
https://thepointatrockridge.com/gallery-floor-plans/floor-plans?
https://thepointatrockridge.com/amenities?
St. Paul’s Towers
Oakland
Alameda
100 Bay Place Oakland, CA 94610
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://frontporch.net/community/st-pauls-towers/plans/
https://frontporch.net/community/st-pauls-towers/plans/
https://frontporch.net/community/st-pauls-towers/services-amenities/
Piedmont Gardens
Oakland
Alameda
110 41st St, Oakland, CA 94611
Skilled Nursing On-Campus,Memory Care On-Campus,Independent Living,CCRC (all levels on campus),Assisted Living
https://www.humangood.org/piedmont-gardens/pricing-information
Mercy Retirement and Care Center
Oakland
Alameda
3431 Foothill Blvd, Oakland, CA 94601
Skilled Nursing On-Campus,Memory Care On-Campus,Independent Living,CCRC (all levels on campus),Assisted Living
https://eldercarealliance.org/our-communities/mercy-retirement-and-care-center/floor-plans/
Ivy Park at Oakland Hills
Oakland
Alameda
4800 Mountain Blvd, Oakland, CA 94619
Assisted Living,Memory Care On-Campus
https://ivyliving.com/oaklandhills/floor-plans/
https://ivyliving.com/oaklandhills/amenities/
Carlton Senior Living Orangevale
Orangevale
Sacramento
8413 Greenback Ln, Orangevale, CA 95662
Independent Living,Assisted Living,Memory Care On-Campus
Canterbury Woods
Pacific Grove
Monterey
651 Sinex Ave, Pacific Grove, CA 93950
Assisted Living,Independent Living,Skilled Nursing On-Campus
https://frontporch.net/community/canterbury-woods/plans/
https://frontporch.net/community/canterbury-woods/plans/
https://frontporch.net/community/canterbury-woods/services-amenities/
Forest Hill
Pacific Grove
Monterey
205 Forest Hill Blvd, Pacific Grove, CA 93950
Skilled Nursing On-Campus
https://foresthillpostacute.com/nursing-services/
Channing House
Palo Alto
Santa Clara
850 Webster St, Palo Alto, CA 94301
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://channinghouse.org/independent-living/floor-plans/
https://channinghouse.org/independent-living/floor-plans/
Webster House
Palo Alto
Santa Clara
401 Webster St, Palo Alto, CA 94301
Assisted Living,Independent Living,Skilled Nursing On-Campus
https://frontporch.net/community/webster-house/plans/
https://frontporch.net/community/webster-house/services-amenities/
Vi At Palo Alto
Palo Alto
Santa Clara
620 Sand Hill Rd, Palo Alto, CA 94304
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://www.viliving.com/locations/ca/palo-alto/floor-plans
https://www.viliving.com/locations/ca/palo-alto/floor-plans
https://www.viliving.com/locations/ca/palo-alto/our-community/services-dining-amenities
The Hamilton
Palo Alto
Santa Clara
555 Byron St Palo Alto CA
55 + Independent Living
https://www.thehamilton.net/floor-plans
http://www.thehamilton.net/
The Avant of Palo Alto
Palo Alto
Santa Clara
2200 El Camino Real, Palo Alto, CA 94306
Independent Living
https://paloaltocommons.com/floor-plans/
https://paloaltocommons.com/services-amenities/
Palo Alto Commons
Palo Alto
Santa Clara
4075 El Camino Way, Palo Alto, CA 94306
Memory Care On-Campus,Assisted Living
https://paloaltocommons.com/floor-plans/
https://paloaltocommons.com/services-amenities/
Lytton Gardens Assisted Living
Palo Alto
Santa Clara
656 Lytton Ave, Palo Alto, CA 94301
Assisted Living
https://www.chm.org/community-management/our-communities/
https://www.chm.org/community-management/our-communities/
Moldaw Residence
Palo Alto
Santa Clara
899 E Charleston Rd, Palo Alto, CA 94303
Independent Living,Assisted Living
https://moldaw.org/independent-living/floor-plans/
https://moldaw.org/lifestyle-amenities/
Windsong of Sonoma Senior Living
Petaluma
Sonoma
815 Wood Sorrel Dr, Petaluma, CA 94954
Assisted Living,Memory Care On-Campus
https://windsongofsonomaseniorliving.com/community/floor-plans
https://windsongofsonomaseniorliving.com/community/amenities
Springfield Place
Petaluma
Sonoma
101 Ely Blvd S, Petaluma, CA 94954
Assisted Living,Independent Living
https://www.leisurecare.com/our-communities/springfield-place/#pr
https://www.leisurecare.com/our-communities/springfield-place/#floorplans-1
https://www.leisurecare.com/our-communities/springfield-place/#dt
Carlton Senior Living Downtown Pleasant Hill
Pleasant Hill
Contra Costa
175 Cleaveland Rd, Pleasant Hill, CA 94523
Assisted Living,Independent Living,Memory Care On-Campus
https://www.carltonseniorliving.com/communities/pleasant-hill-downtown/
https://www.carltonseniorliving.com/communities/pleasant-hill-downtown/
Aegis Living Pleasant Hill
Pleasant Hill
Contra Costa
1660 Oak Park Blvd, Pleasant Hill, CA 94523
Memory Care On-Campus,Assisted Living,Independent Living
Stoneridge Creek
Pleasanton
Alameda
951 Stoneridge Creek Ct, Pleasanton, CA 94588
Independent Living,Assisted Living
https://stoneridgecreek.com/floor-plans/
https://stoneridgecreek.com/services/
The Parkview Pleasanton
Pleasanton
Alameda
4455 Black Ave, Pleasanton, CA 94566
Assisted Living,Independent Living
https://www.eskaton.org/parkview-floor-plans
https://www.eskaton.org/parkview-amenities

214/214 communities

STEP 4: CONFIDENCE Building Clarity Through Your Options and Finances

Brian, don't forget to click "Send Record to admin" for Part 3

BRIDGE LOAN Calculator

Inputs

Out-of-Pocket Fees (not financed)

Total out-of-pocket fees ($):

$0.00

Loan Summary

Lender fee ($)

$0.00

Total financed principal ($)

$0.00

Monthly payment ($)

$0.00

Total paid over 11 months ($)

$0.00

Balance due at month 11 ($)

$0.00

Month
Beginning Balance
Monthly Payment
Interest
Principal
Ending Balance
Subtotal Paid Through Month

BUY IN Calculator

Refund logic

Years 1-3 refund rule: Unused portion refunded evenly over first 3 years

Year 4+ traditional plan: 0%

Year 4+ X plan: Editable in X refund % after year 3

Year 4+ Y plan: Y refund % after year 3

Quick comparison

Extra cash kept with Traditional vs X:

$0

Extra cash kept with Traditional vs Y:

$0

X refund amount after year 3:

$0

Y refund amount after year 3:

$0

Decision guide

Cross-over year vs X plan:                  >>>

Cross-over year vs Y plan:                  >>>

Traditional better than X if you live more than:

Traditional better than Y if you live more than:

X plan stronger if life expectancy is less than:

Y plan stronger if life expectancy is less than

Not within model

Not within model

Model limit

Model limit

Model limit

Model limit

Year
Traditional: invest cash kept vs X
Traditional: invest cash kept vs Y
Traditional plan refund
X plan refund
Y plan refund
Traditional beats X?
Traditional beats Y?

DASHBOARD

Traditional fee

X plan fee

Y plan fee

$0

$0

$0

X refund %

Y refund %

0.0%

0.0%

Investment return %

0.0%

DECISION SUMMARY

Cross-over year vs X plan

Not within model

Cross-over year vs Y plan

Not within model

Traditional better than X if live more than

Model limit

Traditional better than Y if live more than

Model limit

Side-by-side at selected years

Year
Traditional vs X
X Plan Refund
Traditional vs Y
Y Plan Refund

Traditional vs X Plan Refund

Traditional vs Y Plan Refund

Your Financial Roadmap

Assets (combined)

(i) Assets you own outside of your primary home and retirement savings, such as additional real estate, business interests, or life insurance cash value, that could be used in the future if needed.

Recurring Income (combined)

(i) Regular income you receive from a former employer or government retirement system. This may include pensions such as MERS, STRS, SERS, or other public or private employer pension plans. Chose above.

Healthcare (combined)

(Example: routine co-payments, prescriptions, and uncovered services.)

Lifestyle (combined)

(Example: vacations, holiday gifts, charitable giving, dining out, hobbies, entertainment.)

Community Cost Estimates

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