Healthcare planning software for comprehensive financial advisors.
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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."
"Caribou has distinguished me from from other financial advisors out there and has opened up a whole other dimension of the client relationship."
"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."
"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."
"The person who I just put through the Caribou system is actually a prospect and has struggled with our fee proposition (1%). Having Caribou may finally be the offering that allows him to be more comfortable with the fee."
"Caribou has distinguished me from other financial advisors out there and has opened up a whole other dimension of the client relationship."
"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."
"The summary report that was prepared for me was comprehensive and covered everything I needed to know/prepare for the meeting. During the meeting, the team guided me thru the options available to me and was very patient as I asked a thousand and one questions. Highly recommend."
"This was the second year I have used Caribou. They already had most of my information, so I only had to update a few items. Caribou sent me a HealthPlanning Analysis within two days. This has given me time to assess which plan I will choose."
"My advisor seemed very knowledgeable and was able to address my concerns. She was also very polite and patient. A very good experience."
"Choosing the right options is critical. Their analysis was phenomenal! Caribou was professional, courteous, and VERY thorough. Highly recommend!"
Whether your planning approach involves three, five or seven pillars, it is likely you are missing the top financial concern for Americans: healthcare...
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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
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
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