Before You
Move Mom
The Family Planning Workbook
When a parent’s needs are changing, it helps to have more than a conversation. This printable workbook gives your family a place to organize the facts, ask better questions, and work through Plan A, Plan B, and Plan C—before a crisis makes the plan for you.
A printable PDF. No physical product will be shipped.
Make the next decision together.
You don’t have to figure everything out today. Start by writing down what is happening now, what help is available, and which changes deserve a closer look.
Understand today
Get clear about daily routines, safety, support needs, and the money picture.
Compare options
Work through what staying home or moving could realistically look like.
Make a plan
Assign next steps, identify gaps, and keep the whole family on the same page.
Worksheets for real-life decisions.
Use the pages on your own, with siblings, or in conversations with your parent and their support team.
- Family Support Team
- Money Snapshot
- Is Staying Home Still Working?
- Plan A, Plan B, and Plan C
- Senior Community Tour Sheet
- If Mom Is Moving
Includes additional planning worksheets and family resources.
For families who want to plan, not panic.
This workbook is for adult children, spouses, and families helping an aging parent think through housing, support, and next steps.
It is a companion to the full book Before You Move Mom, but you can use the worksheets on their own.
Educational planning tools; not a substitute for individualized medical, legal, or financial advice.