Your in-house healthcare expert so you don't have to be.

Caribou's healthcare planning software mitigates financial risk by identifying planning opportunities and predicting costs as clients go from building a family to getting ready to retire, and beyond.

  • Gather valuable insights into your clients healthcare goals and put a plan in place for the future.
  • Provide clients with a personalized summary of their best-fit plan options to make health insurance enrollments easy.
  • Cater to the needs of your clients at different life stages and with different levels of service.
  • Engage in long-term care planning sooner, rather than later.

Firm-wide Subscription

$30

per client/year

Access Caribou's healthcare planning toolkit through an annual subscription. Based on ADV. Discounts available.

Get Started

Single Healthcare Financial Plan

$250

per client

A guided healthcare planning session that delivers valuable insights into your clients' healthcare goals and needs (incl. 1 insurance enrollment summary).

Get Started

Listed price does not include any applicable state or local taxes that will be applied at time of purchase.

It's easy to get started today

A strong healthcare plan

Start with one
Test one of our offerings with one client to get valuable feedback.

Family and elderly parent

Run a small pilot
Open the offering to a few more clients with no minimum commitment.

Senior saving money

Full launch
Commit to a plan that works best for you and your clients once you've seen the value.

And, we're always here if you need to speak to an expert.

Dedicated Healthcare Navigation

$125

per hour

Support clients with access to a network of healthcare experts when needed (eg. a new diagnosis, choosing medical facilities). No commitment is necessary. We're here when you need us.

Get Started

Listed price does not include any applicable state or local taxes that will be applied at time of purchase.

Want to learn more?

Book a call