Cost Comparison Worksheet
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Budget is one of the most critical parts of any senior living decision, but pricing isn't always easy to understand. What's included? What costs extra? And how do you compare offers fairly?
Our free Cost Comparison Worksheet takes the guesswork out of this process. With space to compare up to three communities side-by-side, this printable guide helps you track base rents, services, move-in fees, and hidden charges so you can make smart, informed financial choices.
Whether you're touring in person or researching from home, this tool gives you clarity and confidence in your budgeting.
Key Takeaways
- Compare actual monthly costs and hidden fees across 3 communities
- Track what’s included (meals, transportation, utilities)
- Rate your overall impressions to help with final decisions
- Ask smart financial questions during tours or calls
Everything You Need to Compare Costs
- Fillable comparison tables for rent and room types
- Checklist of included services (meals, housekeeping, transportation, etc.)
- Section for move-in fees and refundability
- Policy questions (rent increases, contracts, move-out notice)
- Red flag reminders for vague pricing or pressure tactics
- Final page for rating, notes, and top choices
Simple 3-Step Process
- Before your visits – Print the worksheet and review the sections you want to focus on.
- During tours or phone calls – Fill in pricing info, ask key financial questions, and use the checklist.
- Afterwards – Rate each place and use your notes to compare value side by side.
Use it even if you're doing virtual research. The structured layout works great over the phone or email too.
Perfect For...
- Families planning for assisted living, memory care, or independent living
- Adult children comparing multiple communities for a parent
- Seniors looking to downsize and explore new options
This worksheet is built to support anyone making a senior housing decision, whether it’s soon or still months away.
What You'll Gain
Confidence
Understand the true financial picture before committing
Clarity
Clearly compare base costs and included services
Peace of Mind
Avoid hidden fees and financial surprises
Stop Missing Hidden Fees and Surprises
Most communities present pricing differently, which makes side-by-side comparison nearly impossible. This worksheet standardizes the process, helping you make fair, informed comparisons.
It also includes must-ask questions, red flag reminders, and a quick rating section to help you sort through your options. With space for honest impressions, it helps you choose with both logic and gut instinct.
Download Your Free Cost Comparison Worksheet
No signup required. Just click, print, and use it during your search.
Start Your Search with Confidence
Finding the right senior care option doesn't have to break your budget or leave you with financial surprises. With this worksheet, you'll understand exactly what you're paying for and can make decisions based on real numbers, not sales presentations.
Your family deserves peace of mind in this decision.
Frequently Asked Questions
Can this worksheet be used for any type of senior living?
Yes, it's great for independent living, assisted living, and memory care.
What should I look out for during pricing conversations?
Ask about extra fees (like guest meals or laundry), how often prices increase, and if deposits are refundable.
Can I use this even if I'm just comparing from home?
Definitely. Use it to gather notes by phone or email, then compare from the comfort of home.
