Build Stronger Financial Futures Through Healthcare Planning

A holistic healthcare planning solution for exceptional Financial Advisors Life Planners.

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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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Add significant value to your client relationships with our healthcare planning toolkit.

We give you the ability to engage clients like never before through a turnkey healthcare planning toolkit that goes way beyond just supporting health insurance or Medicare transitions.
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Your life planning offering is incomplete without incorporating healthcare... Luckily, we have a solution.

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Our Partners Love Caribou

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"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

"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

"I really want to say thank you for providing a fully immersive Caribou experience. My client truly appreciated the insight and expertise you displayed during our calls together. I certainly did too! Again, thank you very much for the time, effort, and expertise you’ve shared for our benefit."

- Financial Planner (CFP), MA

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!
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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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