The Prioritization Grid
(The BEST way to create your ideal search criteria)
Thank you for being here. This short activity is designed to help you think through and rank what matters most to you when considering your future home or community. It could be peace of mind, comfort, convenience, or care — and we want to help you discover what comes first in your heart.
You’ll be shown a series of comparisons between two different features or qualities — for example, “Covered Parking” vs. “Short Wait List.” All you need to do is choose the one that feels more important to you. There are no right or wrong answers — just your honest preferences.
Once you finish, we’ll automatically calculate your top priorities based on your choices. This can be a helpful tool for your family, advisors, or even for your own clarity.
A few things to know:
This may take about 10 to 15 minutes, depending on how thoughtful you want to be — so grab a coffee or tea, sit back, and take your time.
If you’re not sure about something, just go with your gut. Your answers don’t have to be perfect — they just need to reflect what feels right to you.
At the end, you’ll be able to submit your results to Brian and also get a copy for yourself.
Ready? Let’s begin!
📝 How to Use This Prioritization Tool
Step 1: Choose a starting point, then click "Click here to Start Prioritizing!"
Select from one of the three options:
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Community Criteria – Use our standard list of retirement community features.
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Relocation Criteria – Use our list for planning a move based on personal and location factors.
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I’ll just enter my personal list below – Start from scratch and enter your own list. Type a minimum of 5 and a maximum of 10 items, one per line.(If you selected one of the first two options above, the list will auto-fill for you.
Step 2: Rank your priorities
The tool will show you pairs of items. For each pair, choose the one that’s more important to you.
Step 3: Break any ties (If applicable)
If some items get the same score, you’ll answer a few extra questions to help rank them.
Step 4: View your results
When you're done, your ranked list — starting with your Top 1 Priority
Step 5: Submit to Brian (Optional)
If you're working with Brian, it’s important to send your results. Copy your ranked list into the final box, enter your name and contact info, then click “Submit to Brian.”
Step 6: Complete the Community Matcher and/or Relocation Matcher
Want to start over or submit another one? Just refresh the page using 🔄 (the circular arrow near your browser’s address bar), F5 on Windows, or ⌘+R on Mac. Take note: Refreshing will clear your previous answers, contant details and let you start fresh.
IMPORTANT: This form is best viewed on a desktop or laptop computer (Mac or Windows).
It may not display properly on mobile devices like iPads, iPhones, or Android phones.
Step 1: Choose a starting point, then click "Click here to Start Prioritizing!"
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Step 2 & 3: Rank your priorities and Break any ties (If applicable)
💭 If you can only choose one, what would it be:
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⚖️ Just a quick tie-breaker to help us understand your priorities better.
I'm a paragraph. Click here to add your own text and edit me. It's easy.
Step 4: View your results
👨🏻💻 Your Priorities are being ranked...
Your results will appear here once you’ve completed the activity above.
NOTE: Once your results show up above, we’ll copy them into the big box below so we can send them to Brian. You’ll get a copy too as soon as we receive them. Feel free to take a picture or screenshot if that’s easier! 😊
Step 5: Submit to Brian
Send your results to Brian? Here's how:
First of all, thank you for completing the exercise!
After you finish the comparison, your results will show below.
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Kindly fill in your contact details.
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Important: If you selected the Community Criteria, please answer the additional questions. Otherwise, feel free to share any concerns or a message for Brian.
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Click “Submit to Brian"
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We will send you a copy and get back to you as soon as we can.
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If you’re ready, you may now continue answering either the Community Matcher or Relocation Matcher.
Kindly fill up this form:
Message for Brian? please type NA if none.*
Do you have any questions, concerns or requests?
Want to start over or submit another one? Just refresh the page using 🔄 (the circular arrow near your browser’s address bar), F5 on Windows, or ⌘+R on Mac. Take note: Refreshing will clear your previous answers, contant details and let you start fresh.
Step 6: Complete the Community Matcher and/or Relocation Matcher
(Just do this whenever you're ready.)
Use the Community Matcher Tool
Now that you know what really matters to you, use our Community Matcher to submit your personalized search criteria.
We’ll match you with retirement communities that best align with your priorities.
Or, if you’re still deciding where you want to live, you can use our Relocation Matcher Tool instead.
Use the Relocation Matcher Tool
Once you know what your priorities are when searching for a new area to live, then you can use our Relocation Matcher tool and we will send you our top picks that most closely match your priorities.