Flexible Pricing Plans that Work
for You and Your Clients

Comprehensive Healthcare Planning

Truly support life transitions in one easy to use platform that includes:

  • A guided healthcare planning session that delivers valuable insights into your clients' healthcare goals and needs
  • An analysis of health insurance options at a time of transition (Medicare, retiring, etc.)

Selective Roll-out

$55

per client

Offer healthcare planning to certain clients with
no restrictions on a minimum number.

Get Started
Try it with one client today!

Firm-wide Subscription

$20

annually per client

Tap into discounted rates when you offer
healthcare planning to all of your clients.

Get Started
Contact us for further discounts.

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

Healthcare Navigation

Support clients, no matter which plan above is chosen, with access to a network of healthcare experts when needed (eg. new diagnoses, choosing medical facilities, enrolling in Medicare).

Dedicated Healthcare Guidance

$125

per hour

No commitment. We're here when you need us.

Get Started
Try it with one client today!

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

Easy Three-Step Process

A strong healthcare plan

Start with one
Test 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.

Want to learn more?

Book a call