Understanding your current financial situation can help you better understand how to age in place or navigate a move to a different housing option.
This worksheet will allow you to get a review your income and investments. On the 2nd page you’ll list your monthly and yearly costs so that you can create a basic understanding of your actual costs of living. Page3 and Page 4 are designed for you to fill in the costs of a next housing option so you can view it’s complete costs.
Your Download Includes…
• 1 x PDF – 4 pages (US Letter Size 8.5×11”)
• You can print as many times as you’d like for personal use only – not to be shared with others, used commercially or resold.
• Do not share the digital file with others.
Once purchased, you will have access to the PDF and can download for printing. You can print single sided or double sided depending on your printer or at a local print shop at your cost. I recommend printing in colour but you can choose to print in greyscale!
If you do not have a printer or generally have difficulty with downloadable files – I recommend choosing a printed and mailed item to your country of choice. Product will be mailed to your billing address at standard letter delivery times.
Due to the digital nature of my products, no refunds or exchange can be issued. If there is a problem with your digital file, please contact me so I can rectify the situation.
