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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
The Sequoias Portola Valley
Portola Valley
San Mateo
501 Portola Road, Portola Valley, CA 94028
Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Independent Living,Skilled Nursing On-Campus
https://sequoialiving.org/portola-valley/portola-valley-worksheet/
https://sequoialiving.org/portola-valley/apartments/
https://sequoialiving.org/portola-valley/programs-amenities/
Palm Villas
Redwood City
San Mateo
1931 Woodside Drive, Redwood City, CA 94061
Memory Care On-Campus,Assisted Living
Marbella Redwood City
Redwood City
San Mateo
485 Woodside Road, Redwood City, CA 94061
Assisted Living,Independent Living
https://marbellaredwoodcity.seniorlivingnearme.com/floor-plans-pricing
https://marbellaredwoodcity.seniorlivingnearme.com/floor-plans-pricing
https://marbellaredwoodcity.seniorlivingnearme.com/our-community/living-at-marbella-redwood-city#amenities
Oakmont of Redwood City
Redwood City
San Mateo
1 E Selby Ln, Redwood City, CA 94063
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/redwoodcity/gallery/floorplans/
https://oakmontseniorliving.com/redwoodcity/amenities/
Kensington Place Redwood City
Redwood City
San Mateo
2800 El Camino Real, Redwood City, CA 94061
Memory Care On-Campus
https://kensingtonplaceredwoodcity.com/suite-floor-plans/
The Villas at Stanford Ranch
Rocklin
Placer
1430 W Stanford Ranch Rd, Rocklin, CA 95765
Assisted Living,Independent Living,Memory Care On-Campus
https://www.thevillasatstanfordranch.com/senior-living/ca/rocklin/floor-plans#/
https://www.thevillasatstanfordranch.com/senior-living/ca/rocklin/independent-living
VIlla Serena Apartments
Rocklin
Placer
101 Villa Serena Cir, Rocklin, CA 95765
55 + Independent Living
Atria Rocklin
Rocklin
Placer
3201 Santa Fe Way, Rocklin, CA 95765
Assisted Living,Independent Living,Memory Care On-Campus
https://www.atriaseniorliving.com/retirement-communities/atria-rocklin-rocklin-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-rocklin-rocklin-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-rocklin-rocklin-ca/amenities-and-services
The Pines, A Merrill Gardens Community
Rocklin
Placer
500 W Ranch View Dr, Rocklin, CA 95765
Assisted Living,Independent Living,Memory Care On-Campus
https://www.merrillgardens.com/senior-living/ca/rocklin/the-pines-a-merrill-gardens-community/floor-plans#/
https://www.merrillgardens.com/senior-living/ca/rocklin/the-pines-a-merrill-gardens-community/types-of-care
Sunrise of Rocklin
Rocklin
Placer
6100 Sierra College Blvd, Rocklin, CA 95677
Assisted Living,Memory Care On-Campus
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-rocklin?utm_source=directory_listings&utm_medium=clicks&utm_campaign=google#floorplans
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-rocklin?utm_source=directory_listings&utm_medium=clicks&utm_campaign=google#overview
Ansel Park
Rocklin
Placer
1250 Orchid Dr, Rocklin, CA 95765
Assisted Living,Independent Living,Memory Care On-Campus
https://www.anselparkindependentliving.com/floor-plans/
Cogir of Rohnert Park Senior Living
Rohnert Park
Sonoma
4855 Snyder Ln, Rohnert Park, CA 94928
Independent Living,Assisted Living
https://cogirusa.com/cost-savings-calculator/?community=cogir-of-rohnert-park
https://cogirusa.com/communities/cogir-of-rohnert-park/amenities/
https://cogirusa.com/communities/cogir-of-rohnert-park/amenities/
Clearwater at Sonoma Hills
Rohnert Park
Sonoma
710 Rohnert Park Expressway, Rohnert Park, CA 94928
Memory Care On-Campus,Assisted Living
https://www.clearwaterliving.com/senior-living/ca/rohnert-park/sonoma-hills/floor-plans#/
https://www.clearwaterliving.com/senior-living/ca/rohnert-park/sonoma-hills/services-amenities
The Terraces of Roseville
Roseville
Placer
707 Sunrise Ave, Roseville, CA 95661
Assisted Living,Memory Care On-Campus
https://www.theterracesseniorliving.com/floor-plans/?
https://www.theterracesseniorliving.com/our-community/amenities/?
Ivy Park at Roseville
Roseville
Placer
5161 Foothills Blvd, Roseville, CA 95747
Assisted Living
https://ivyliving.com/roseville/floor-plans/
https://ivyliving.com/roseville/amenities/
Brookdale Roseville
Roseville
Placer
1 Somer Ridge Dr, Roseville, CA 95661
Memory Care On-Campus
https://www.brookdale.com/en/communities/brookdale-roseville.html?cid=yext#floorplan
https://www.brookdale.com/en/communities/brookdale-roseville.html?cid=yext#amenities
Sonrisa Senior Living
Roseville
Placer
1031 Roseville Pkwy, Roseville, CA 95678
Assisted Living,Independent Living,Memory Care On-Campus
https://www.watermarkcommunities.com/our-communities/california/roseville/sonrisa-senior-living/photos-and-floor-plans/
https://www.watermarkcommunities.com/our-communities/california/roseville/sonrisa-senior-living/lifestyle/amenities-services/
Eskaton Village Roseville
Roseville
Placer
1650 Eskaton Loop, Roseville, CA 95747
Assisted Living,Independent Living,Memory Care On-Campus
https://discover.eskaton.org/village-roseville/living-options/independent-living/
https://discover.eskaton.org/village-roseville/lifestyle/amenities/
Sun City Roseville
Roseville
Placer
7050 Del Webb Blvd, Roseville, CA 95747
55 + Independent Living
https://suncityroseville.org/Homes.php
Oakmont of Roseville
Roseville
Placer
1101 Secret Ravine Pkwy, Roseville, CA 95661
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/roseville/gallery/floorplans/
https://oakmontseniorliving.com/roseville/amenities/
Truewood by Merrill, Roseville
Roseville
Placer
1275 Pleasant Grove Blvd, Roseville, CA 95747
Independent Living
https://www.merrillgardens.com/senior-living/ca/roseville/pleasant-grove-blvd/floor-plans#/
Regency Place Senior Living
Sacramento
Sacramento
8190 Arroyo Vista Dr, Sacramento, CA 95823
Independent Living,Assisted Living,Memory Care On-Campus
https://www.regencyplaceseniorliving.com/living-options/#pricing
https://www.regencyplaceseniorliving.com/living-options/#floorplans
https://www.regencyplaceseniorliving.com/living-options/independent-living
Greenhaven Place
Sacramento
Sacramento
6350 Riverside Blvd, Sacramento, CA 95831
Independent Living,Assisted Living
https://www.pegasusseniorliving.com/greenhaven-place/apartments/
https://www.pegasusseniorliving.com/greenhaven-place/independent-living/
Golden Pond Retirement Community
Sacramento
Sacramento
3415 Mayhew Rd, Sacramento, CA 95827
Memory Care On-Campus,Independent Living,Assisted Living
https://www.crmscommunities.com/senior-living/ca/sacramento/golden-pond/floor-plans#/
https://www.crmscommunities.com/senior-living/ca/sacramento/golden-pond/services-amenities
Eskaton Land Park
Sacramento
Sacramento
3225 Freeport Blvd, Sacramento, CA 95818
Independent Living
https://discover.eskaton.org/land-park/living-options/
https://discover.eskaton.org/land-park/lifestyle/amenities/
River’s Edge
Sacramento
Sacramento
601 Feature Dr, Sacramento, CA 95825
Assisted Living,Independent Living,Memory Care On-Campus
https://www.srgseniorliving.com/sacramento-ca-rivers-edge/floor-plans-and-pricing/
https://www.srgseniorliving.com/sacramento-ca-rivers-edge/floor-plans-and-pricing/
https://www.srgseniorliving.com/sacramento-ca-rivers-edge/community/lifestyle/
Carlton Senior Living Sacramento
Sacramento
Sacramento
4500 Truxel Rd, Sacramento, CA 95834
Independent Living,Assisted Living,Memory Care On-Campus
Ivy Park at Salinas
Salinas
Monterey
1320 Padre Dr, Salinas, CA 93901
Assisted Living,Memory Care On-Campus
https://ivyliving.com/salinas/gallery/#ivy-floorplans
http://ivyliving.com/salinas/services/#ivypark-amenities
Vista Harden Ranch
Salinas
Monterey
290 Regency Cir, Salinas, CA 93906
Assisted Living,Memory Care On-Campus
https://www.vistahardenranch.com/floor-plans
https://www.vistahardenranch.com/assisted-living
Madonna Gardens Assisted Living & Memory Care
Salinas
Monterey
1335 Byron Dr, Salinas, CA 93901
Assisted Living,Memory Care On-Campus
San Carlos Elms
San Carlos
San Mateo
707 Elm St, San Carlos, CA 94070
Assisted Living,Memory Care On-Campus
https://sancarloselms.com/assisted-living-floor-plans-and-rates/
https://sancarloselms.com/assisted-living-floor-plans-and-rates/
https://sancarloselms.com/san-carlos-elms-assisted-living-services/
Heritage on the Marina
San Francisco
San Francisco
3400 Laguna St, San Francisco, CA 94123
Independent Living,Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Skilled Nursing On-Campus
https://www.heritageonthemarina.org/floorplans
https://www.heritageonthemarina.org/amenities
Rhoda Goldman Plaza
San Francisco
San Francisco
2180 Post St, San Francisco, CA 94115
Assisted Living,Memory Care On-Campus
https://rgplaza.jfcs.org/accommodations/
https://rgplaza.jfcs.org/services/
Sagebrook Senior Living at San Francisco
San Francisco
San Francisco
2750 Geary Blvd, San Francisco, CA 94118
Assisted Living,Memory Care On-Campus
https://sagebrookseniorlivingatsanfrancisco.com/gallery-and-floor-plans/floor-plans
https://sagebrookseniorlivingatsanfrancisco.com/amenities-services
Coterie Cathedral Hill
San Francisco
San Francisco
1001 Van Ness Ave, San Francisco, CA 94109
Independent Living,Assisted Living,Memory Care On-Campus
https://www.coterieseniorliving.com/luxury-retirement-communities/coterie-cathedral-hill-san-francisco-ca/residences/pricing-and-floorplans
https://www.coterieseniorliving.com/luxury-retirement-communities/coterie-cathedral-hill-san-francisco-ca/residences/pricing-and-floorplans
https://www.coterieseniorliving.com/luxury-retirement-communities/coterie-cathedral-hill-san-francisco-ca/residences/amenities
San Francisco Towers
San Francisco
San Francisco
1661 Pine St, San Francisco, CA 94109
Independent Living,Assisted Living,Memory Care On-Campus,Skilled Nursing On-Campus,CCRC (all levels on campus)
https://frontporch.net/community/san-francisco-towers/plans/
https://frontporch.net/community/san-francisco-towers/services-amenities/
Ivy Park at Cathedral Hill
San Francisco
San Francisco
1550 Sutter St, San Francisco, CA 94109
Assisted Living,Memory Care On-Campus
https://ivyliving.com/cathedralhill/floor-plans/
https://ivyliving.com/cathedralhill/amenities/
The Ivy at Golden Gate
San Francisco
San Francisco
1601 19th Ave, San Francisco, CA 94122
Assisted Living,Memory Care On-Campus
https://ivyliving.com/theivygoldengate/floor-plans/
https://ivyliving.com/theivygoldengate/amenities/
The Sequoias – San Francisco
San Francisco
San Francisco
1400 Geary Blvd, San Francisco, CA 94109
Independent Living,Assisted Living,Memory Care On-Campus,Skilled Nursing On-Campus,CCRC (all levels on campus)
https://sequoialiving.org/san-francisco/ccrc-apartments/
https://sequoialiving.org/san-francisco/programs-amenities/
Atria Willow Glen
San Jose
Santa Clara
1660 Gaton Dr, San Jose, CA 95125
Assisted Living,Independent Living,Memory Care On-Campus
https://www.atriaseniorliving.com/retirement-communities/atria-willow-glen-san-jose-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-willow-glen-san-jose-ca/amenities-and-services
Morning Star at West San Jose
San Jose
Santa Clara
1380 S De Anza Blvd, San Jose, CA 95129
Assisted Living,Memory Care On-Campus
https://www.morningstarseniorliving.com/communities/assisted-living-san-jose-west-san-jose/
https://www.morningstarseniorliving.com/communities/assisted-living-san-jose-west-san-jose/
Lincoln Glen Manor
San Jose
Santa Clara
2671 Plummer Ave, San Jose, CA 95125
Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Independent Living,Skilled Nursing On-Campus
https://www.lgmanor.org/independent-living
https://www.lgmanor.org/independent-living
Villa Fontana Retirement Community
San Jose
Santa Clara
5555 Prospect Rd, San Jose, CA 95129
Assisted Living,Memory Care On-Campus
https://www.villafontanaretirement.com/our-services/#accommodations
https://www.villafontanaretirement.com/our-services/#amenities
Marbella San Jose
San Jose
Santa Clara
1009 Blossom River Way, San Jose, CA 95123
Assisted Living,Independent Living,Memory Care On-Campus
https://marbellasanjose.seniorlivingnearme.com/floor-plans-pricing#floorPlans
https://marbellasanjose.seniorlivingnearme.com/floor-plans-pricing
https://marbellasanjose.seniorlivingnearme.com/our-community/living-at-marbella-san-jose#amenities
Belmont Village Senior Living San Jose
San Jose
Santa Clara
500 S Winchester Blvd, San Jose, CA 95128
Assisted Living,Memory Care On-Campus
https://www.belmontvillage.com/locations/san-jose-california/?address=San%2BJose%2C%2BCA%2C%2BUSA&lat=37.338740&lng=-121.885253
https://www.belmontvillage.com/locations/san-jose-california/?address=San%2BJose%2C%2BCA%2C%2BUSA&lat=37.338740&lng=-121.885253
The Watermark at Almaden
San Jose
Santa Clara
4610 Almaden Expy, San Jose, CA 95118
Memory Care On-Campus,Independent Living,Assisted Living
https://www.watermarkcommunities.com/our-communities/california/san-jose/the-watermark-at-almaden/photos-and-floor-plans/
https://www.watermarkcommunities.com/our-communities/california/san-jose/the-watermark-at-almaden/lifestyle/amenities-services/
Novelle Senior Living
San Jose
Santa Clara
3355 Almaden Expy San Jose, CA 95118
Independent Living,Assisted Living,Memory Care On-Campus
https://www.merrillgardens.com/senior-living/ca/san-jose/novelle/floor-plans#/
https://www.merrillgardens.com/senior-living/ca/san-jose/novelle/amenities
The Watermark at San Jose
San Jose
Santa Clara
1017 S Bascom Ave, San Jose
Assisted Living,Memory Care On-Campus
https://www.watermarkcommunities.com/our-communities/california/san-jose/the-watermark-at-san-jose/photos-and-floor-plans/
https://www.watermarkcommunities.com/our-communities/california/san-jose/the-watermark-at-san-jose/lifestyle/amenities-services/
Atria Evergreen Valley
San Jose
Santa Clara
4463 San Felipe Rd, San Jose, CA 95135
Assisted Living,Independent Living,Memory Care On-Campus
https://www.atriaseniorliving.com/retirement-communities/atria-evergreen-valley-san-jose-ca/apartments
https://www.atriaseniorliving.com/retirement-communities/atria-evergreen-valley-san-jose-ca/amenities-and-services
Morning Star of San Tomas
San Jose
Santa Clara
3930 Williams Road, San Jose, CA 95117
Memory Care On-Campus
https://www.morningstarseniorliving.com/communities/memory-care-san-jose-san-tomas/
https://www.morningstarseniorliving.com/communities/memory-care-san-jose-san-tomas/
The Villages Golf and Country Club
San Jose
Santa Clara
5000 Cribari Ln San Jose, CA 95135
55 + Independent Living
https://www.thevillagesgcc.com/
https://www.thevillagesgcc.com/
Merrill Gardens at Willow Glen
San Jose
Santa Clara
1420 Curci Dr, San Jose, CA 95126
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/san-jose/merrill-gardens-at-willow-glen/
Oakmont of Silver Creek
San Jose
Santa Clara
3544 San Felipe Rd, San Jose, CA 95135
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/silvercreek/gallery/floorplans/
https://oakmontseniorliving.com/silvercreek/amenities/
Sonnet Hill Senior Living
San Jose
Santa Clara
429 Meridian Ave, San Jose, CA 95126
Assisted Living,Memory Care On-Campus
https://sonnethill.com/living-options/
https://sonnethill.com/living-options/
Carlton Senior Living San Jose
San Jose
Santa Clara
380 Branham Ln, San Jose, CA 95136
Assisted Living,Independent Living,Memory Care On-Campus
https://www.carltonseniorliving.com/wp-content/uploads/2024/01/san-jose-floorplans.zip
https://www.carltonseniorliving.com/communities/san-jose/
Bellerose Senior Living
San Jose
Santa Clara
100 Bellerose Dr, San Jose, CA 95128
Assisted Living
https://belleroseseniorliving.com/accommodations
https://belleroseseniorliving.com/about
Oakmont of San Jose
San Jose
Santa Clara
917 Thornton Way, San Jose, CA 95128
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/sanjose/gallery/floorplans/
https://oakmontseniorliving.com/sanjose/amenities/
Carlton Senior Living San Leandro
San Leandro
Alameda
1300 Marina Blvd, San Leandro, CA 94577
Assisted Living,Independent Living,Memory Care On-Campus
Sterling Court
San Mateo
San Mateo
850 N El Camino Real, San Mateo, CA 94401
Assisted Living,Independent Living
https://sterlingcourt.com/living-here/about/
https://sterlingcourt.com/services/all-inclusive-services/
The Stratford
San Mateo
San Mateo
601 Laurel Ave, San Mateo, CA 94401
Assisted Living,Independent Living
https://www.sunriseseniorliving.com/communities/ca/the-stratford
https://www.sunriseseniorliving.com/communities/ca/the-stratford/experience
Harbor at Hillsdale Senior Living
San Mateo
San Mateo
2883 S. Norfolk St. | San Mateo, CA 94403
Assisted Living,Memory Care On-Campus
https://harborathillsdale.com/#Floorplans
https://harborathillsdale.com/services-amenities/
The Peninsula Regent
San Mateo
San Mateo
1 Baldwin Avenue San Mateo, CA 94401
Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Independent Living,Skilled Nursing On-Campus
https://www.peninsularegent.org/residences/pricing
https://www.peninsularegent.org/residences/floor-plans-2
https://www.peninsularegent.org/lifestyle/services-amenities
The Villa at San Mateo
San Mateo
San Mateo
4000 South El Camino Real San Mateo CA 94403
55 + Independent Living
https://www.thevillaatsanmateo.com/floorplans
https://www.thevillaatsanmateo.com/amenities
Sunrise of San Mateo
San Mateo
San Mateo
955 S El Camino Real, San Mateo, CA 94402
Assisted Living,Memory Care On-Campus
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-san-mateo#pricing
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-san-mateo#floorplans
https://www.sunriseseniorliving.com/communities/ca/sunrise-of-san-mateo
Versailles Senior Condominium Community
San Mateo
San Mateo
10 Crystal Springs Rd, San Mateo, CA 94402
55 + Independent Living
https://versailleslife.com/residences_floorplans.php
https://versailleslife.com/services_amenities.php
Greenwood Assisted Living
San Rafael
Marin
233 West End Ave, San Rafael, CA 94901
Assisted Living,Memory Care On-Campus
AlmaVia of San Rafael
San Rafael
Marin
515 Northgate Dr, San Rafael, CA 94903
Cogir of San Rafael Memory Care
San Rafael
Marin
111 Merrydale Rd, San Rafael, CA 94903
Memory Care On-Campus
https://cogirusa.com/communities/cogir-of-san-rafael/floor-plans/
https://cogirusa.com/communities/cogir-of-san-rafael/amenities/
Deer Park
San Rafael
Marin
646 Canyon Road Novato, CA, 94947
Independent Living
https://www.sunshineretirementliving.com/novato-retirement-living/?utm_source=local&utm_medium=organic&utm_campaign=gmb#apartments
https://www.sunshineretirementliving.com/novato-retirement-living/?utm_source=local&utm_medium=organic&utm_campaign=gmb#amenities
Drake Terrace
San Rafael
Marin
275 Los Ranchitos Rd, San Rafael, CA 94903
Assisted Living,Independent Living,Memory Care On-Campus
https://www.kiscoseniorliving.com/lifestyle/drake-terrace/floor-plans/
https://www.kiscoseniorliving.com/lifestyle/drake-terrace/amenities/
Brookdale San Ramon
San Ramon
Contra Costa
2450 Tassajara Ave, San Ramon, CA 94583
Assisted Living,Memory Care On-Campus
https://www.brookdale.com/en/communities/brookdale-san-ramon.html#floorplan
https://www.brookdale.com/en/communities/brookdale-san-ramon.html#amenities
Ivy Park at San Ramon
San Ramon
Contra Costa
9199 Fircrest Ln, San Ramon, CA 94583
Assisted Living,Memory Care On-Campus,Independent Living
https://ivyliving.com/sanramon/floor-plans/
https://ivyliving.com/sanramon/amenities/
Belmont Village Senior Living San Ramon
San Ramon
Contra Costa
1000 Walnut Dr, San Ramon, CA 94583
Assisted Living,Memory Care On-Campus,Independent Living
https://info.belmontvillage.com/san-ramon-download-a-brochure?hsCtaTracking=96fdb1bb-4a22-467b-9217-5123b32376a0%7C0795156f-0429-4e11-b12f-57d87059e570
Valley Village Retirement Community
Santa Clara
Santa Clara
390 N Winchester Blvd Building 1, Suite 18A, Santa Clara, CA 95050
Independent Living
https://www.valleyvillageretirement.com/#FLOORPLANS
https://www.valleyvillageretirement.com/#1208463947
Ellore Senior Living
Santa Clara
Santa Clara
2350 Calle De Luna, Santa Clara, CA 95054
Assisted Living,Memory Care On-Campus
https://elloreseniorliving.com/floorplans/
https://elloreseniorliving.com/amenities/
Villa Serena Retirement Community
Santa Clara
Santa Clara
1340 Pomeroy Ave, Santa Clara, CA 95051
Independent Living
https://www.villaserenaretirement.com/floor-plans
https://www.villaserenaretirement.com/amenities
Holiday Warburton Place
Santa Clara
Santa Clara
1675 Scott Blvd, Santa Clara, CA 95050
Independent Living
https://www.holidayseniorliving.com/retirement-communities/holiday-warburton-place-santa-clara-ca/senior-apartments
https://www.holidayseniorliving.com/retirement-communities/holiday-warburton-place-santa-clara-ca/senior-amenities-and-services
Pacific Gardens of Santa Clara
Santa Clara
Santa Clara
2384 Pacific Dr, Santa Clara, CA 95051
Assisted Living,Memory Care On-Campus
https://pacificgardens.org/care-options/
https://pacificgardens.org/care-options/
Priya Living Santa Clara
Santa Clara
Santa Clara
375 Civic Center Dr, Santa Clara, CA 95050
Independent Living
https://www.priyaliving.com/communities/california/santa-clara/residences/2-bedrooms
https://www.priyaliving.com/communities/california/santa-clara/experiences
Sunshine Villa
Santa Cruz
Santa Cruz
80 Front St, Santa Cruz, CA 95060
Assisted Living,Memory Care On-Campus
https://www.merrillgardens.com/senior-living/ca/santa-cruz/sunshine-villa-a-merrill-gardens-community/floor-plans#/
Dominican Oaks
Santa Cruz
Santa Cruz
340 High St, Santa Cruz, CA 95060
Assisted Living,Independent Living
https://www.dominicanoaks.com/services-amenities/floor-plans/
https://www.dominicanoaks.com/services-amenities/floor-plans/
https://www.dominicanoaks.com/services-amenities/services/
Westwind Memory Care
Santa Cruz
Santa Cruz
1075 Capitola Rd, Santa Cruz, CA 95062
Memory Care On-Campus
https://www.westwindmemorycare.com/senior-living/ca/santa-cruz/amenities-services/
Villa Santa Cruz
Santa Cruz
Santa Cruz
2275 7th Ave, Santa Cruz, CA 95062
55 + Independent Living
Brookdale Paulin Creek
Santa Rosa
Sonoma
2375 Range Ave, Santa Rosa, CA 95403
Assisted Living,Independent Living,Memory Care On-Campus
https://www.brookdale.com/en/communities/brookdale-paulin-creek.html#floorplan
https://www.brookdale.com/en/communities/brookdale-paulin-creek.html#amenities
Arbol Residences of Santa Rosa
Santa Rosa
Sonoma
300 Fountaingrove Pkwy, Santa Rosa, CA 95403
Skilled Nursing On-Campus
The Reserve at Fountaingrove Memory Care
Santa Rosa
Sonoma
200 Fountaingrove Pkwy, Santa Rosa, CA 95403
Memory Care On-Campus
https://www.onelifeseniorliving.com/communities/the-reserve-at-fountaingrove-memory-care?utm_source=GBP&utm_medium=organic#anchor-floorplans
https://www.onelifeseniorliving.com/communities/the-reserve-at-fountaingrove-memory-care?utm_source=GBP&utm_medium=organic#anchor-amenities-services
Ivy Park at Santa Rosa
Santa Rosa
Sonoma
4225 Wayvern Dr, Santa Rosa, CA 95409
Memory Care On-Campus,Assisted Living
https://ivyliving.com/santarosa/gallery/#ivy-floorplans
https://ivyliving.com/santarosa/services/
Fountaingrove Lodge
Santa Rosa
Sonoma
4210 Thomas Lake Harris Dr, Santa Rosa, CA 95403
Assisted Living,Independent Living,Memory Care On-Campus
https://oakmontseniorliving.com/fountaingrovelodge/gallery/floorplans/
https://oakmontseniorliving.com/fountaingrovelodge/amenities/
Solstice Senior Living at Santa Rosa
Santa Rosa
Sonoma
3585 Round Barn Blvd, Santa Rosa, CA 95403
Independent Living
Oakmont of Villa Capri at Varenna
Santa Rosa
Sonoma
1401 Fountaingrove Pkwy, Santa Rosa, CA 95403
Assisted Living,Memory Care On-Campus
https://villacapriseniorliving.com/assisted-living
https://villacapriseniorliving.com/amenities
Brookdale Chanate
Santa Rosa
Sonoma
3250 Chanate Rd, Santa Rosa, CA 95404
Assisted Living,Memory Care On-Campus
https://www.brookdale.com/en/communities/brookdale-chanate.html#floorplan
https://www.brookdale.com/en/communities/brookdale-chanate.html#amenities
Spring Lake Village
Santa Rosa
Sonoma
5555 Montgomery Dr, Santa Rosa, CA 95409
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://frontporch.net/community/spring-lake-village/plans/
https://frontporch.net/community/spring-lake-village/plans/
https://frontporch.net/community/spring-lake-village/services-amenities/
Oakmont Gardens (Santa Rosa)
Santa Rosa
Sonoma
301 White Oak Dr, Santa Rosa, CA 95409
Assisted Living,Independent Living
https://www.oakmontgardens.com/floor-plans/
https://www.oakmontgardens.com/about/oakmont-village-amenities/
Saratoga Retirement Community
Saratoga
Santa Clara
14500 Fruitvale Ave Building 2000, Saratoga, CA 95070, USA
Assisted Living,CCRC (all levels on campus),Independent Living,Memory Care On-Campus,Skilled Nursing On-Campus
https://www.saratogaretirement.org/residences/pricing
https://www.saratogaretirement.org/residences/floor-plans
https://www.saratogaretirement.org/lifestyle/services-amenities
Brookdale Scotts Valley
Scotts Valley
Santa Cruz
100 Lockewood Ln, Scotts Valley, CA 95066
Assisted Living
https://www.brookdale.com/en/communities/brookdale-scotts-valley.html#pricing
https://s3.amazonaws.com/brookdalepdfs/floorplans/00966fp.pdf
https://www.brookdale.com/en/communities/brookdale-scotts-valley.html/#amenities
Cogir of Sonoma Senior Living
Sonoma
Sonoma
800 Oregon St, Sonoma, CA 95476
Independent Living,Assisted Living
https://cogirusa.com/cost-savings-calculator/?community=cogir-of-sonoma
https://cogirusa.com/communities/cogir-of-sonoma/floor-plans/
https://cogirusa.com/communities/cogir-of-sonoma/amenities/
Westborough Royale
South San Francisco
San Mateo
89 Westborough Blvd., South San Francisco, CA 94080
Assisted Living
https://westboroughroyale.com/suite-information/
https://westboroughroyale.com/amenities/
O’Connor Woods
Stockton
San Joaquin
3334 Wagner Heights Rd, Stockton, CA 95209
Assisted Living,CCRC (all levels on campus),Memory Care On-Campus,Independent Living,Skilled Nursing On-Campus
https://www.oconnorwoods.org/floor-plans
https://www.oconnorwoods.org/oconnor-woods-amenities
The Commons on Thornton
Stockton
San Joaquin
10711 Thornton Rd, Stockton, CA 95209
Assisted Living,Memory Care On-Campus
https://www.mbkseniorliving.com/senior-living/ca/stockton/commons-on-thornton/floor-plans-pricing#/
https://www.mbkseniorliving.com/senior-living/ca/stockton/commons-on-thornton/features-amenities
Oakmont of Brookside
Stockton
San Joaquin
570 Brookside Rd, Stockton, CA 95207
Assisted Living,Memory Care On-Campus
https://oakmontseniorliving.com/brookside/gallery/floorplans/
https://oakmontseniorliving.com/brookside/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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