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:
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.
You are always our priority, no matter what.
Nothing else incentivizes us.
We are transparent and always honest in describing any expectations.
We know our strengths and take every opportunity
we can to learn new skills.
We take the time to listen to your unique needs and
what you hope to achieve.
When we can’t help, we strive to offer
resources that are better suited to your situation.
We identify patterns so that we can better help
the next client.
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...
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.