DAVAO RETIREMENT SCOUTING WORKBOOK
PhilippineHaven | October 2026
Personal research worksheet. No bookings, price survey or professional guarantee.

1. HOUSEHOLD AND DECISION
Travel dates: __________ Household size: __________
Decision I want to make: ______________________________
Essential requirements: _______________________________
Reasons to stop or postpone: __________________________
Exact itinerary checked against current U.S. advisory on: __________

2. CANDIDATE HOME (repeat for each address; keep addresses private)
Candidate label: ______ Visit date/time: ______
Housing quote currency/amount/lease term: __________________
Quote source/date/expiry: _________________________________
Furnishings, dues, utilities, internet, parking included: ____
Nonrefundable upfront fees: ______ Refundable/restricted deposit: ______
Viewing authority confirmed by: ____________________________
Lift/stairs/bathroom/walkway checks: ________________________
Noise, water, backup power and internet questions: ___________
Medical provider/services confirmed: _______________________
Timed medical journey and transport method: _________________
Grocery/pharmacy journey: __________________________________
Observed personally vs reported by provider: ________________
Unknowns, who will answer, and follow-up date: _______________

3. DATED COST LOG (repeat each item)
Category: ______ Amount/currency: ______ Date: ______
Source/receipt reference: ______ Quoted/observed/assumed: ______
Household/quantity/route/lease assumptions: _________________
Included/excluded fees: ______ Quote expires: ______
USD conversion rate/date and transfer fees: ________________
Recurring monthly / annual / nonrefundable setup / restricted deposit: ______

4. COMPLETE AFFORDABILITY CHECK
Actual spendable monthly income after deductions/tax provision: ______
Monthly household plan: ______ Continuing U.S. expenses: ______
Monthly share of annual travel/irregular costs: ______
Contingency percentage: ______ PHP-exposed share: ______
Accessible cash minus setup and restricted deposits: ______
Calculator scenario downloaded on: ______
Use /retirement-affordability/; defaults are illustrative, not Davao prices.

5. WEIGHTED COMPARISON
Choose criteria and weights totaling 100 before scoring.
Criterion / weight / candidate A score 1-5 / B / C / evidence:
___________________________________________________________
Leave unknowns blank. Failed essential requirements override totals.

6. NEXT STEP
Passed: ______ Failed: ______ Still unverified: ______
Next action: ______ Responsible source/provider: ______ Date: ______
Optional planning brief: /davao-planner/
Keep passports, military service records, benefit letters and medical documents
out of general inquiries. Official benefits and residency checks stay separate.