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Dashboard
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A Quick Check-In
Health and Support Network (Friends, Family and Neighbors)
My main concerns are:
STEP 1 of 5: VISION Exercise: The Postcard from the future
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STEP 2 of 5: REALITY Exercise: Understanding Your Homeownership
Evaluating Your Financial Position:
Evaluating Your Physical (Health and Social) Position:
Evaluating Your Personal (Support Network) Position:
Evaluating Your Trust & Taxes Position:
Evaluating Your Real Estate (Functionally) Position:
STEP 3 of 5: OPTIONS: Exploring Your Available Paths
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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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 |
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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? |
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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 |
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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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