Affordability and Independent Living

By Tracey Biggerstaff
Thursday September 26, 2019
Categories: General
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Affordability and Independent Living

Independent Living at Fellowship Square Historic Mesa is designed for seniors (62+) or disabled individuals who need a little extra help to maintain their independence and enjoyment of everyday living. You or your loved one may struggle with transportation, keeping up with the housework or meal preparation. You/they may be somewhat isolated or bored and would benefit from fun activities and social opportunities. You/they may require occasional assistance with personal care or medication management. You/they may simply want life to be easier and more enjoyable. You/they may yearn to spend some time doing things they want to do versus so many things that they have to do.

If this sounds like what you or your loved ones are looking for and if you’ve done any research at all, you’ve probably discovered a wide array of confusing choices. It’s true that independent Living communities can seem a bit like cell phone plans. In other words, they do not all include the same services and amenities so it makes comparisons difficult and confusing.

Our advice is to focus on four key areas. Within each area, identify and prioritize what is most important to you.

  1. Apartment & Community Amenities – Some options may include a private entrance, generous square footage, utilities, cable TV, patio/balcony, swimming pool, fitness center, pet friendly, computer access, community/activities room, library or gated community.

  2. Services – Dining Plan, Security, Emergency Call System, Maintenance, Housekeeping, Transportation, Fitness Classes, Chaplain services, Social & Recreational Opportunities

    (link to appropriate pages)

  3. Culture – What are the values of the company that owns the property? What are the residents like? What is the staff like? What is the feeling you get when you visit the community? What is their reputation like? (

  4. Continuum of Care (support for changing needs) – what services are available when you need more help like medication management or shower/dressing assistance?

Once you’ve identified what is most important and the communities that offer them, you have to ensure that they are affordable. You may have experienced sticker-shock when you first saw rent prices for independent living communities. Don’t despair - rent in independent living often includes several things that a regular apartment does not so you have to look at the whole picture.

Confidently calculating affordability is often challenging so we’re here to make it easier for you. We’ve prepared this cost comparison worksheet which should help. The left side is for you to fill in with costs associated with your current living situation. The right side is designed to help you understand which of your current expenses will be eliminated or reduced when you reside in our Independent Living community. If you need assistance with this form or have questions, please contact one of our Senior Leasing Consultants and they will be happy to guide you through it.

Final note regarding affordability: Understanding what is and is not included in the monthly rent is critical as are any required deposits, lease term, discounted housing programs and potential for rate increases. Any community you consider should be very clear and transparent in this area.

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