We see a world where healthcare
doesn’t get in the way of living.

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 ensure more secure financial futures and peace of mind for everyone.

Read our Client Stories

Your clients have questions. You can have the answers.

Image of Caribou's software
Healthcare Advisor on phone

Our Core Values

Customer Focus

You are always our priority, no matter what.
Nothing else incentivizes us.


We are transparent and always honest in describing any expectations.

Always Learning

We know our strengths and take every opportunity
we can to learn new skills.

Listen First

We take the time to listen to your unique needs and
what you hope to achieve.

Offer Value

When we can’t help, we strive to offer
resources that are better suited to your situation.

Data Driven

We identify patterns so that we can better help
the next client.

In the media

Blog header image

Featured in Advisor Perspectives

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 the Article

Live at the ACP Conference

We are proud members of the Alliance of Comprehensive Planners! Hear from Co-Founder, Christine Simone, at 2021's event in Atlanta, GA.

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