Build Stronger Financial Futures Through Healthcare Planning

A healthcare planning solution for exceptional
financial advisors life advisors.

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"Healthcare is the biggest financial concern for Americans."

- CFP Board, Gallup, Bankrate, CNBC, The Hill, Pew Research, CBS News, John Hancock, and more.

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Engage clients in healthcare planning that goes beyond just health insurance or Medicare transitions to truly support all life transitions.

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Client sitting at couch

Cater to the needs of your clients at different life stages and with different levels of service with our two-part solution.

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Our Partners Love Caribou

"Healthcare, and it's associated cost, has become the leading concern among retirees.  As we move from traditional investment advising to holistic financial planning, we've chosen to work with Caribou to alleviate worry about healthcare and know that our clients will be taken care of."

- Principal (CFA), PA

"Caribou has distinguished me from from other financial advisors out there and has opened up a whole other dimension of the client relationship."

- Principal (ChFP), MN

"Healthcare is an essential component of the financial plan - but, unfortunately, it is often missing. We strive to pursue true holistic life planning, and are taking action by offering healthcare advisory solutions to our clients."

Managing Partner (CFA), TX
Read Case Studies
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Recent Article in Advisor Perspectives

Positioning Health Care as Part of Your Service Offering

Whether your planning approach involves three, five or seven pillars, it is likely you are missing the top financial concern for Americans: health care...

READ ARTICLE

Choose a Pricing Plan that Works for You

Family and elderly parent

Household Subscription

Roll out to select clients with no restrictions on a minimum number.

Annual Healthcare Assessment
• Summary for Financial Advisor
• Comprehensive Healthcare Action Plan

Health Benefits Analysis/Review
• Medicare, COBRA, retiree health plans, etc.

per household

$ 350
Try with one client today!
Senior saving money

Healthcare Navigation

Available at $125/hr for all clients, no matter which plan you choose

Access Healthcare Advisor Network

• Support clients with access to dedicated support from experts to navigate the complex healthcare system (eg. new diagnoses, choosing facilities or treatments)



Starting at

$125 hourly
A strong healthcare plan

Firm-wide Subscription

Advertise that you offer Healthcare Planning to all of your clients.

Annual Healthcare Assessment
• Summary for Financial Advisor
• Comprehensive Healthcare Action Plan

Health Benefits Analysis/Review
• Medicare, COBRA, retiree health plans, etc.


Contact us for discount

$125

Incorporate healthcare planning into your financial advisory practice today.

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