Cultivating financial clarity and confidence
through optimized healthcare planning.

Caribou sits at the intersection of two of the most arguably complex industries: healthcare and finance. These two topics have been historically segregated even though:

Healthcare is the #1 reason behind bankruptcies.

Healthcare is one of the biggest expenses in retirement.

Healthcare is currently the top financial concern for Americans.

Everyday, we see the positive impact that uniting these topics can have and we've made it our mission to simplify the process of planning for healthcare to build stronger financial futures.

Read our Client Stories

Your clients have questions. You can have the answers.

A Note From Our CEO

Expenses tied to healthcare are often a surprise and there are very few solutions that allow for someone to proactively plan for key milestones and events where it's known that your healthcare costs can change, like when you retire or as you age. When I learned more about the financial planning industry, I was shocked to find that there were little to no healthcare cost optimization strategies for financial planning beyond generic cost estimators, despite healthcare being the top financial concern for the majority of Americans. At this crossroad, we found an opportunity to make a difference in the lives of others: healthcare planning software that gives a custom analysis of clients’ current and future healthcare costs. This allows financial advisors to offer a truly comprehensive financial plan and, best of all, allows clients to achieve their retirement goals with confidence.

I'm proud to share that Caribou has grown from an idea to a mission that’s being championed every day by our employees, our investors, the national base of financial advising firms we work with, and, most importantly, their clients who are now able to plan for the future and navigate the healthcare system with peace of mind.

- Christine Simone, Caribou CEO

Our Vision

Build stronger financial futures.

Our Mission

Cultivate financial clarity and confidence through optimized healthcare planning.

Our Core Values

Customer Focus

We go above and beyond to delight our customers, every time. Their success is our success, and nothing else incentives us.

Have a View of Different Points

Before acting, actively listen and understand where people are coming from, meeting them where they are in a non-assumptive way.

Be Real

We do what we say and say what we mean. We build trust through honesty, transparency, and accountability.

Attitude > Aptitude

Show up, be courageous, and tackle the hard things first. The rest is teachable.

Kaizen (Constant Improvement)

We continuously strive to improve our offerings by anticipating and adapting to changes in the industry, technology, and our customers’ needs.

Data Mastery

We harness the power of data to uncover insights, make informed decisions, and deliver exceptional results.

In the Media

To see our full media kit, click here.

Feature in TechCrunch

"Caribou Grabs $3M to Remove The ‘Unexpected’ From Healthcare Cost Planning"

READ the Article
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Feature in Advisor Perspectives

"Positioning Health Care as Part of Your Service Offering"                                                                                          

READ the Article

Feature in ThinkAdvisor

"How to Use Medicare Planning to Strengthen Client Relationships"

Read the article

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