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Welcome to CommunityMatcher.com

We can help you find a retirement community that best matches your search criteria — with no expectations or strings attached on our end. This is a non-biased search of all communities, and we do not get paid for referring homeowners to any of them.

There are two main steps to help you create your “search criteria” and find the best matches — plus an optional third step if you’d like to know your home’s value.

Part 1: All About the Community
Scroll down this page and use the Community Matcher to enter your preferences.

Part 2: Prioritize Your Community Criteria
Complete the Prioritization Grid exercise. It takes a little more time, but it gives you a much clearer picture of what matters most to you — from your #1 top priority down to your least important criteria.

Part 3: Your Home Value Estimate
If you’re curious about your home’s market value and potential proceeds after taxes, share a few details below.

Part 4: Your Financial Roadmap
Helps you assess your financial picture — from your current age to your planning horizon — so you can make informed choices for your future.
 

If you prioritised your search criteria for relocating to another area you can also click the link below to use our RE-LO MATCHER. 

Take Note: This form is not intended to be used with mobile devices like iPads, iPhones, and Android phones. Please use a Mac or Windows computer.

Part 1: Joy Span Exercises?? 

Part 2: ENVISION Your Ideal Future

it’s time to look forward. You can’t leave your dreams and decisions to chance. If you don’t have a clear picture of where you see yourself in 10-15 years, you’ll end up wherever life throws you. We need a pro-active meaningful plan, not a reactive mystery plan. Let’s create a roadmap so that you can make the best decisions for your future!

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We’re going to define what is most important to you so that when you need to make difficult decisions, you’ll pick the best option that matches your vision of the future, not just your present moment impulse.

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Take some time to yourself to clear your mind of all the craziness in the world. This is the most important part of your Stay Or Go Journey. Think about what you love and what makes you feel fulfilled. This will help us gain some clarity and purpose for the next chapter in your life.

Let’s have some fun fantasizing about what a perfect day/life looks like for you. Grab a pad of paper, a glass of wine, coffee or tea and get comfortable.  Close your eyes and picture yourself at some point in the future (5 or 10 years down the line), fully living your dream and fulfilling your purpose everyday.  Engage all of your senses. Describe what you experience as you move through your days and weeks.

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Write down some bullet points and then turn that into a written story format. Be sure to state everything in the present tense and keep it positive. Focus on pleasant images and describe what you see as though it were happening right now.

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Where are you? What does it look, sound and feel like? What are you doing? Who is with you? What do you need so that every day is joyful? What must you avoid to be happy? Pack it with passion! Make it authentic, grand, optimistic and wondrous!

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By the end of this exercise you can put it all together into a comprehensive picture so that you can make decisions and create the steps that will take you toward this satisfying future. These compelling images will motivate you, keep you energized and give you a target to shoot for.

And best of all, this exercise will help you make the best decisions for your future, whether you are staying or going. 

Upload here (PDF only)

Part 3: EVALUATE Your Homeownership

Let’s see how balanced you are:

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​Self-Evaluation Instructions:
1)  Answer 5 questions, in each of the 5 categories.


2)  Add up the number of YES answers and score the number at the bottom of each.


3)  Starting from the center of the wheel, ⇨ ⇨ 
plot your scores (1-5) in each category.


4)  Connect the dots and you will see how balanced your wheel is, or isn't…

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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:

Part 3: EDUCATE Yourself through webinars and video recordings:

Part 1: All About The Community

Let us know more about the community you seek:​

Don't get overwhelmed, just answer what you can so we can recommend some ideal communities for you.

Is this for you or someone else?
Which Type of Senior Living Communities Interest you? Select all that apply:

Maintenance-free lifestyle for active, self-sufficient seniors.

Daily support with care, meals, and personal assistance.

Secure, specialized care for memory-related conditions.

24-hour medical care and rehabilitation available on-site.

Multiple care levels in one community for lifelong support.

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Month to Month / Buy In Fee

Flexible contract—stay or leave with short notice.

One-time payment securing lifetime residency and care.

Guarantees housing if funds run out later in life.​​

Ownership Type:

Reinvests earnings into resident care and community.

Privately owned; profits support investors or operators.

Select the counties you would like to check for communities
Short wait list within how many months or years:

NOTE: Community availability may vary.

Preferred Building Type(s):
What type of unit and how many bedrooms will you need?
External Neighborhood:
Covered walkways to parking/dining?
How many cars would you need covered parking for?
How many cars would you need secured parking for?
Do you have a pet that you would like to bring:
Do you need a Swimming Pool?

Part 2: Prioritize Your Community Criteria

Part two is NOT mandatory, but this quick activity helps you identify what matters most when choosing your future community. You’ll go through some short comparisons between features (like “Covered Parking” vs. “Short Wait List”) and choose which one feels more important.  If you could only have ONE, what would it be?
 

Your answers will help us — and you — find the communities that best fit your needs and priorities. It only takes about five minutes, and it might seem crazy, but just play it out, trust your instincts, and make the choices that really matter most to you.

💭 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.

I'm a paragraph. Click here to add your own text and edit me. It's easy.

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Part 3: Your Home Value Estimate

Part Three is not mandatory. If you’re planning to sell your home and would like to receive an estimate of its current value and potential proceeds after Capital Gains Taxes, please fill out the details below. We’ll review your information and email you with the results.

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Disclaimer: Brian Schwatka is not a CPA or financial planner; the figures provided are estimates only and intended for general informational purposes—please consult your tax or financial professional for specific advice.

How many primary residents are currently on title? Note: Each resident who is on title is entitled to a $250,000 capital gains exemption (which increases your basis)

Part 4: Your Financial Roadmap

Part Four is not mandatory. If you’d like to better understand your financial readiness for a move, this section can help you explore your income, savings, and monthly budget in relation to community costs. Completing it is optional, but it will give you a clearer picture of what’s financially comfortable for you.

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. Choose 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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