A hand holds a tablet displaying a financial planner cover titled "The Senior Housing Financial Escalation & Budget Planner" with the Life Plan Guides logo. A white stylus rests on a white surface beside the tablet.

Senior Housing Financial Escalation & Budget Planner

Sale price  £19.00 GBP Regular price £25.00 GBP
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A hand holds a tablet displaying a financial planner cover titled "The Senior Housing Financial Escalation & Budget Planner" with the Life Plan Guides logo. A white stylus rests on a white surface beside the tablet.
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Senior Housing Financial Escalation & Budget Planner

Sale price  £19.00 GBP Regular price £25.00 GBP

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Clear & Detailed

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Know the exact year the money runs out, before it does.

Assisted living and senior care costs escalate every year, and most families don't find out how fast until it's a crisis. This model projects your specific numbers forward and surfaces the single figure that matters most: the shortfall age, the point at which savings run out under realistic cost-growth assumptions.

What's included:

  • 513-formula Excel/Google Sheets model across 4 tabs: Inputs, Year-by-Year Projection, Scenario Comparison, and a Dashboard with chart
  • 28-page companion guide, rebuilt as a tablet-native PDF with hyperlinked navigation: a tab-by-tab walkthrough of the model, the cost drivers behind the escalation, a video script for recording your own walkthrough, a residency-contract review checklist, and 66 fillable fields including a family cost-sharing worksheet and a model update log

Format: 28-page tablet-native PDF guide (works on tablet, phone, or desktop; hyperlinked navigation; fillable fields) plus the 513-formula Excel/Google Sheets model.

This planner provides general financial projections, not personalized financial or legal advice. Consult a licensed financial advisor for decisions specific to your situation.

What do I actually get?

A fillable PDF workbook you can complete on screen or print. Many guides also include extra worksheets or checklists as additional files.

Is this editable, or just a PDF to read?

Most guides have fillable form fields built in, so you can type directly into the PDF. You can also print and fill them out by hand.

Does this apply to my state or country?

Our guides are written for a general U.S. audience and are educational, not legal advice. Where rules vary by state, we flag it in the guide. If you are outside the U.S., check the product description or contact us first.

Is this legal, medical, or financial advice?

No. Our guides are practical, general education. They are not a substitute for a lawyer, doctor, financial advisor, or therapist.

How do I access my files after I buy?

Your files are emailed to you immediately after checkout, and you can re-download them any time from your account order history.

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