At Emerald Communities, we partner with MoneyGauge to provide a Financial Assessment tool that helps you explore whether you may qualify financially to become a resident in a Life Plan Community.
While this tool is designed to be a reliable starting point, please note that our final qualifications are based on third-party actuarial data to ensure the long-term financial stability we’ve maintained since opening.
Taking the first step toward residency is simple and designed to give you peace of mind. Here’s how the process works:
Start with the Financial Assessment – After completing the initial MoneyGauge assessment (link shown on above button), schedule a visit of Heron’s Key.
Join Our Waitlist – Secure priority access to available apartment homes and cottages by joining our waitlist. Our team will provide you with the necessary forms during your visit.
Complete a Heron’s Key Financial Assessment – This ensures a more detailed review based on our actuarial standards.
Reserve Your Home – When the apartment you desire becomes available, secure it with a 10% deposit of the entrance fee.
Health & Updated Financial Assessment – A health review and updated financial assessment will be scheduled.
Move In – About 60 days after receiving your approval letter, you’ll be ready to begin your new life at Heron’s Key.
Helpful Resources
Download this guide to better understand the different types of Life Plan Communities and how their contracts work: A Description Of CCRC Contract Types
Start your journey with confidence—download our guide: 6 ways to evaluate CCRCs
Thinking about aging in place? Download our guide with important questions to consider before you decide. 9 Questions to Consider Before You Decide to Age in Place
Have questions or want to learn more?
Call our team at (253) 400-5526 or join us on a campus visit.
From vibrant living to lifelong care, Heron’s Key offers it all—nestled in nature and designed for your peace of mind. Download our Retirement Planning Guide to help you compare the benefits of senior living.
