LET’S COMPARE
Compare current monthly expenses to The Residence at Valley Farm
Monthly Expenses
Monthly Mortgage or Rent
Annual Property Taxes  12
Annual Property Insurance  12
Homeowner’s Assoc./Condo Fee
Factor in the likely monthly interest gain on assets realized from sale of
home (Example:$____net proceeds x ____% APR  12)
Home Security Services
Monthly Utilities
Gas/Electric
Water & Sewer
Interior Home Repairs/Upkeep/Paint/Carpet
Plumber/Electrician/Handyman
Appliance Service/Replacement
Kitchen/Laundry/Appliances/Hot Water Heater
Exterior Building Repairs/Replacement
Furnace/Air Conditioning/Roof/Painting
Outdoor Maintenance
Lawn Service/Gutters/Snow Removal
Housekeeping & Linen Services
Meals
Scheduled Transportation
Social/Educational/Entertainment Activities
Fitness Activities
Gym Membership/Personal Trainer
Wellness
Home Care
(Example:$____hr. x ____ hrs./day x30 days/mo.)
Lifeline/Emergency Response System
TOTAL MONTHLY EXPENSE
$_____________
*$_____________
Current Monthly
Cost
$_____________
$_____________
$_____________
$_____________
Valley Farm
$_____________
$_____________
Yours to Keep
Included
$_____________
$_____________
$_____________
$_____________
Included
Included
Included
Included
$_____________
Included
$_____________
Included
$_____________
$_____________
$_____________
$_____________
$_____________
Included
Included
Included
Included
Included
$_____________
Included
$_____________
Included
$_____________
Included
Included
Included