The Financial Healthcare Plan™
The missing piece to your retirement plan.
Your Plan at a Glance
Care Option Review
A fully customized care plan plus expert coordination of local care services, family support, even hospital discharge planning.
Custom Financial Forecast
We align your current income, assets, and care needs into a practical, forward-thinking plan that protects both your health and your legacy.
Insurance & Financial Tools
Understand what insurance covers, and discover underused benefits and resources that can help cover care costs.
How Will You Afford Care When You Need It Most?
Avoid crisis planning. Protect what you’ve worked for, and prepare for what’s next.
Most families are caught off guard when care needs hit; hospital discharges, sudden diagnoses, or urgent placement calls. The bills pile up. The rules are confusing. And the stress is overwhelming.
That’s where the Financial Healthcare Plan™ comes in. This isn’t just a list of options, it’s a complete, step-by-step plan. We walk beside you, compare real care solutions, and show you how to pay for them without draining your life savings.
No more 2 a.m. Google searches. No more rushed, costly mistakes. Just clear guidance and a plan you can trust.
What You’ll Get:
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Care Needs & Options Assessment
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Review of health, lifestyle preferences, and budget.
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Side-by-side comparisons of aging-in-place, home care, and senior communities. Complete with costs, timelines, and introduction to vetted providers.
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Financial Snapshot & Care Cost Projection *Managed by partnering financial advisors
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Deep dive into income, assets, and care goals.
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A clear forecast of how long you can afford care at different levels.
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Identification of shortfalls before they become a crisis.
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Funding Options & Insurance Strategy *Managed by licensed insurance specialists
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Guidance on underused benefits: Medicare, VA, long-term care insurance, and more.
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Exploration of private tools: annuities, life insurance, hybrid policies.
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A personalized roadmap balancing care with asset protection.
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Final Plan Review & Questions
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You will receive a thorough review of your plan with your consultant upon completion.
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Walk away with a documented plan, clear next steps, and ongoing confidence.
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Why This Matters:
Most families figure it out as they go, leading to rushed decisions, wasted money, poor placement and burnout.
This plan helps you:
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Avoid costly mistakes and unnecessary services.
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Understand exactly what insurance will and won’t cover.
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Reduce stress for your family when care decisions must be made.
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Protect your assets from being drained by rising healthcare costs.
You've planned for the cost of living. But have you planned for the cost of care? Healthcare costs rise faster than inflation.
The earlier you prepare, the better your options are, and the lower your risk.
Don’t wait for care to become a crisis. Build your strategy now.
Your Investment: Starts at $250 (One-Time Fee Per Person*)
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A full review with your consultant and a PDF copy of your Financial Healthcare Plan™.
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Your personalized plan includes a detailed breakdown of care option costs and a strategy built for long-term peace of mind.
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Lifetime access to our insurance specialists to review coverage as your needs change.
Start Your Plan Today
Schedule your FREE consultation to discover if
The Financial Healthcare Plan™ can work for you.
(Already had your free consultation and want to purchase your plan? Click here)