Build Stronger Financial Futures Through Healthcare Planning

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

Book a call

"Healthcare is the biggest financial concern for Americans."

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

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

Do you want to access powerful and valuable insights to truly plan for your clients' lives? 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.‍

Built for deeper client relationships.

Develop a deeper understanding of your clients needs, building stronger and life-long relationships.
Get started

Differentiate yourself

Stand out against other firms with unique healthcare support embedded into your financial planning process.
GEt started

Navigate healthcare with ease.

We make it effortless to support your clients with one of the biggest threats to their financial goals: healthcare.
GEt started

Your life planning offering is incomplete without incorporating healthcare... Luckily, we have a solution.

Proactive Healthcare Planning

Your clients face transitions in life from building a family to getting ready to retire. Our tools provide powerful insights so you can best financially plan for your clients' near and long term goals without worrying about healthcare getting in the way.

Healthcare Navigation

Know that you will be able to support your clients with the power of Caribou's network of healthcare experts who are ready to offer knowledgeable resources, guidance and advocacy in the case of healthcare questions or events.
Recent Article

Financial Advisors Getting Involved in Healthcare Planning

Financial advisors are becoming more involved in health care planning to retain strong relationships with clients...
READ ARTICLE

Our Partners Love Caribou

Read Case Studies

"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

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!

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

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.

Learn More