Business professional presenting data.

Senior Living Project Financial Planning

Empowering your vision with financial strategy

Every successful senior living project depends on clear feasibility, a smart capital strategy, and disciplined cost management. From early planning through financing and implementation, we help you evaluate feasibility, structure your capital stack, secure debt and incentives, and maintain financial control throughout development. These insights guide stronger decisions and protect your mission, financial health, and long-term ability to serve residents.

Our support doesn’t end with one project phase. We help you adapt to changing conditions, monitor financial performance, and plan for future growth. With our holistic perspective and hands-on approach, you gain a partner dedicated to your organization’s long-term financial strength and success.

Get to know us
Contact us

Capital planning

Plan and allocate capital for today’s needs and tomorrow’s opportunities.

Financial feasibility & pro forma modeling

Model scenarios to assess long-term performance and support financing decisions.

Project budget development

Clarify total project investment to guide decision-making about scope and design.

Financing & incentives coordination

Secure funding and development incentives to support your capital strategy.

Project cost accounting

Improve governance and transparency with structured reporting, budget oversight, and cash flow management.
See all case studies
Moorings Park Grande Lake Clubhouse Exterior and Pool, Naples, Florida

Moorings Park Communities

Naples, FL

Moorings Park Communities engaged Plante Moran Living Forward as owner’s representative during the construction of a new Clubhouse at the Moorings Park Grande Lake campus in Florida.

Case Study / 1 min read

Learn More
Graceworks Bethany Lutheran Village Image

Graceworks Lutheran Services: Bethany Village

Centerville, OH

Graceworks Lutheran Services engaged Plante Moran Living Forward as development advisor and owner’s representative for Bethany Village’s $95 million campus repositioning program.

Case Study / 1 min read

Learn More
Graceworks Bethany Village Vista Place Kitchen - New Senior Living Development in Ohio

Graceworks Lutheran Services: Vista Place

Dayton, OH

Graceworks Lutheran Services’ 1970s-era independent living building was once seen as impossible to reposition. Our development consultants proposed creative solutions to reimagine the aging building into a revenue-generator.

Case Study / 1 min read

Learn More
Clark Retirement Community Keller Lake Senior Living Development Exterior

Clark Retirement Community: Keller Lake Campus

Grand Rapids, MI

Clark Retirement Community completes Phase 1 of its master plan to reposition and expand the Keller Lake campus to meet the changing needs in the market, improve profitability, and further diversify its existing portfolio.

Case Study / 1 min read

Learn More
Little Sisters of the Poor Holy Family Home renovated chapel

Little Sisters of the Poor

Philadelphia, PA

Little Sisters of the Poor redeveloped Holy Family Home into a modern, mission-aligned campus focused on aging in place, wellness, and independent living.

Case Study / 1 min read

Learn More

A financial advisor built for senior living’s complexity

Your senior living community is more than just a business. It represents a complex investment that blends in real estate, housing, healthcare, and hospitality. Navigating this complexity requires more than development knowledge. It demands a financial advisor with a deep understanding of the senior living industry and the intricacies of development.

Our team brings together the practical experience of seasoned real estate development advisors, the operational insight of former senior living operators, and the analytical rigor of a CPA firm. This purpose-built combination means you have advisors who understand your business from every angle. You’ll experience the difference from day one.

Looking for more exclusive, forward-thinking industry topics? Subscribe to get our latest insights right to your inbox.