Options for your financial plan

Montgomery Place offers a variety of ways to determine the financial plan best suited to your lifestyle and budget. After you consider the options and decide what’s right for you, one of our community life counselors will prepare a document for one or more apartments that interest you.

Monthly fees are determined by the plan you choose.

  • You can pay a refundable entrance fee, which ensures a lifetime discount on future care if and when it’s needed, or
  • You can choose to rent and pay a security deposit instead

Other factors for determining fees:

  • Square footage of your new home
  • How many people will live here

The tables below indicate the fees associated with various apartments and financial plans. Take advantage of our Costs Comparison Calculator below, and remember, you can get more information when you take a tour with your Montgomery Place community life counselor.

Refundable entrance fee plans

90% refundable entrance fee 

Floor plans Range of entrance fees Range of monthly fees
One bedroom with one bath $246,100 to $305,200 $3,289 to $3,896
Two bedrooms with two baths $338,600 to $565,200 $4,239 to $6,568
Three bedrooms with two baths $456,600 to $479,000 $5,452 to $5,682

50% refundable entrance fee

Floor plans Range of entrance fees Range of monthly fees
One bedroom with one bath $189,500 to $235,000 $3,289 to $3,896
Two bedrooms with two baths $260,700 to $435,200 $4,239 to $6,568
Three bedrooms with two baths $351,600 to $368,800 $5,452 to $5,682

For a second person, add $725 to the monthly fee

Security deposit plan

Floor plans Range of monthly service fees
One bedroom with one bath $3,844 to $4,613
Two bedrooms with two baths $5,034 to $7,676

For a second person, add $850 to the monthly fee