N.E.X.T. Framework™ · E — Evaluate
Home Evaluation Worksheet
Take an honest look at your home before making any decisions.
This worksheet helps you see your current home clearly — what's working, what isn't, and what might need attention before your next move. Take your time and answer as honestly as you can.
Part 1 — Is Your Home Still Working for You?
✓ Layout & Accessibility
✓ Safety & Comfort
Part 2 — Home Safety Checklist
✓ Check everything that is currently in place:
Part 3 — Financial Snapshot
Estimates are fine — the goal is a general picture, not exact figures.
Monthly Housing Costs
Mortgage or rent payment
Property taxes (monthly est.)
Homeowner's insurance
Utilities (electric, gas, water)
Home maintenance / repairs est.
Other (HOA, lawn, cleaning…)
TOTAL Monthly Housing Cost
Home Value & Equity
Estimated current home value
Remaining mortgage balance
Estimated equity (value − balance)
What I'm Noticing About My Home
What you're seeing here is the beginning of a plan.
This worksheet is part of The Savvy Granddaughter™ Next Chapter Planning Workbook.
Connect with Megan for a free, no-pressure conversation about your options.
© The Savvy Granddaughter™ · Megan Anderson · www.thesavvygranddaughter.com