Lifestyle Audit-Single

Dyager

Description

yƒyƒyƒƒƒy Lifestyle & Circumstances Audit NAME: ___________________________ DATE: ______________ PURPOSE: To ensure that your personal choices guide the decision-making process when your age demands changes in your living situation, conduct a lifestyle audit now using the following outline: Evaluate your current lifestyle to identify activities of importance and meaning Survey the physical requirements to maintain your current living situation Evaluate your financial circumstances Itemize a baseline of activities needed for independent living Identify triggers that would require a relocation and visualize your next living situation Just as you have planned financially for your senior years, now is the time to plan for the living circumstances of your senior years. INTRODUCTION: A statement describing how you want this audit to be used and why you are preparing it. ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ YOUR CURRENT LIFESTYLE: what gives you pleasure and fulfillment in your life. ___________________________________________________________________________________________ ...

Informations

• Publié par: Fyac
• Nombre de lectures: 64
• Langue: Breton

Extrait

Copyright ©, 2008

Financial Vision LLC

y

PO Box 271

y

La Honda

y

California

y

94020

1

Lifestyle & Circumstances Audit

NAME: ___________________________

DATE: ______________

PURPOSE: To ensure that your personal choices guide the decision-making process when your age demands

changes in your living situation, conduct a lifestyle audit now using the following outline:

ƒ

Evaluate your current lifestyle to identify activities of importance and meaning

ƒ

Survey the physical requirements to maintain your current living situation

ƒ

Evaluate your financial circumstances

ƒ

Itemize a baseline of activities needed for independent living

ƒ

Identify triggers that would require a relocation and visualize your next living situation

Just as you have planned financially for your senior years, now is the time to plan for the living circumstances

of your senior years.

INTRODUCTION: A statement describing how you want this audit to be used and why you are preparing it.

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

YOUR CURRENT LIFESTYLE: what gives you pleasure and fulfillment in your life.

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

Copyright ©, 2008

Financial Vision LLC

y

PO Box 271

y

La Honda

y

California

y

94020

2

ACTIVITIES OF IMPORTANCE AND MEANING: What is necessary to continue living as you are currently. Be aware of

personal changes that might dictate the need for a change in living situation.

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

FISCAL CIRCUMSTANCES: A description that takes into account potential changes in your financial capacity that might

dictate changes in your lifestyle.

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

KEY ACTIVITIES OF INDEPENDENT LIVING: List the things required to carry out all that you have specified in the prior

paragraphs. Many activities will be common to everyone but there may be activities that are unique to your own life

pursuits. Be thorough and thoughtful as you make this list. Rate yourself on a scale of 1 to 10 as to your current

capacity to carry out each activity. After you have assigned a numerical rating to each activity, give a subjective

description of your current capacity. This is extremely important. It is your baseline. In future years your whole frame

of reference may change. For example, your driving skills may have changed but if you haven’t described your current

skills in some detail in advance, you won’t recognize the change. You could still think that your rate an 8 on a scale of 1

to 10 when you are really a 6 in comparison to your former description.

My lifestyle as it is currently requires that I be able to:

1.

Drive (how often? How far?) ______________________________________________________________

______________________________________________________________________________________

2.

Walk (how much? Where?) _______________________________________________________________

______________________________________________________________________________________

3.

Hear (what?) _________________________________________________________________________

______________________________________________________________________________________

4.

See (what and why?) ___________________________________________________________________

______________________________________________________________________________________

5.

Manage my finances (what does this involve?) _______________________________________________

______________________________________________________________________________________

6.

Manage my health care (to what extent? How?) _____________________________________________

Copyright ©, 2008

Financial Vision LLC

y

PO Box 271

y

La Honda

y

California

y

94020

3

______________________________________________________________________________________

7.

Shop (how and where?) _________________________________________________________________

______________________________________________________________________________________

8.

Prepare meals (what does this require physically?) __________________________________________

______________________________________________________________________________________

9.

Do laundry and housekeeping (what does this require physically?) ______________________________

______________________________________________________________________________________

10.

Mentally process information (what does this mean to you?) __________________________________

______________________________________________________________________________________

11.

OTHER: _______________________________________________________________________________

______________________________________________________________________________________

12.

OTHER: _______________________________________________________________________________

______________________________________________________________________________________

The following chart rates you on a scale of 1 to 10 (10 being the best) as to your current abilities and capacity in each of

these areas. Following the chart are written comments to elaborate on these activities and your capacity to perform

them.

ACTIVITIES

#1

#2

#3

#4

#5

#6

#7

#8

#9

#10

#11

#12

COMMENTS: The following comments are a subjective description of the rating applied to each of the activities in the

chart above.

Activity #1: ___________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #2: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #3: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #4: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #5: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #6: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #7: __________________________________________________________________________________________

____________________________________________________________________________________________________

Copyright ©, 2008

Financial Vision LLC

y

PO Box 271

y

La Honda

y

California

y

94020

4

Activity #8: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #9: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #10: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #11: __________________________________________________________________________________________

____________________________________________________________________________________________________

Activity #12: __________________________________________________________________________________________

____________________________________________________________________________________________________

TRIGGERS FOR MAKING CHANGES IN MY LIVING CIRCUMSTANCES: Consider what could trigger a change in your living

situation. Certainly a deterioration in your ability in the activities listed above would require a change. However, there

may be one or two critical things that permit you to live where and as you do now. If those change – even if nothing else

changes – you might have to make adjustments in your living circumstances. Here is the place to address this issue.

___________________________________________________________________________________________

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MY NEXT STOP: This last paragraph is an opportunity for you to describe what you anticipate to be your next living

situation. If you can’t visualize what your lives might be when a change is required, you’re likely to make a poor decision

or have one forced on you. Think about it, research it, and put it in writing for others to know what you desire for your

future.

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