The Financial Healthcare Plan™
Saving for retirement is smart—planning for care is essential.
Your Plan at a Glance
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 people think they’ve planned ahead—until a medical diagnosis, sudden care need, or insurance denial exposes a costly gap they never saw coming. That’s where the Financial Healthcare Plan™ comes in.
This isn’t just budgeting—it’s a strategic guide to protect your income, assets, and care goals as you age. We combine financial clarity with real-world care planning so you can move forward with confidence instead of crisis.
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What You’ll Get:
Three 1-on-1 Consultations with Our Experts
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Financial Snapshot & Care Cost Projection – A deep dive into your current income, assets, and care goals. You’ll see exactly how long you can afford care based on today’s numbers—and where the shortfalls may lie.
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Funding Options & Insurance Strategy – We bring in our trusted insurance/financial specialists to help uncover benefits you didn’t know you had access to—Medicare, LTC insurance, VA benefits, hybrid life policies, and more.
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Final Plan Review & Questions – We make sure you walk away with a clear, documented plan—and peace of mind.
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Your Plan Package Includes:
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A customized PDF copy of your Financial Healthcare Plan
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A digital copy of our exclusive eBook,Your Financial Healthcare Plan, featuring our Long-Term Care Budget Analyzer Tool (yours to keep and use as needs evolve)
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Lifetime access to our insurance specialists + annual check-ins to adjust your plan as care costs and circumstances change
Why This Matters:
You planned for the cost of living.
But you didn’t plan for the cost of care.
Healthcare and long-term care costs rise faster than inflation—and most families don’t realize how unprepared they are until they’re in the middle of a crisis. This plan helps you:
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Prevent unnecessary asset liquidation
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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
Whether you’re planning for yourself or a loved one, the earlier you prepare, the better your options and the lower your risk.
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Don’t wait for care to become a crisis—build your strategy now.
Your Investment: $250 (One-Time Fee)
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Three One-Hour Consultations
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Your Customized Plan
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Ebook with Budget Tool
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Yearly Check-ins.
No hidden costs—just peace of mind and a smarter way to age with confidence.
Our Booking Policy
Cancellations or reschedules are allowed up to 4 hours before the scheduled appointment time.
Additional consultations outside of the three hours offered in the plan will be billed at $40 per hour. Please contact us for more details.
An Intake form, HIPAA form, and signed contract agreement will be required. These documents will be sent to you before the initial consultation appointment.
Confidentiality Statement for Consultation Bookings
We respect and prioritize the privacy and confidentiality of our clients. When you book a consultation with us, we are committed to safeguarding any personal information shared during the process.
•Personal Information: Any details you provide during the booking process, including but not limited to your name, contact information, and consultation details, will be treated with the highest level of confidentiality.
•Use of Information: The information collected will only be used to facilitate your consultation, including scheduling, communications, and follow-up. We do not share, sell, or distribute your personal information to third parties without your explicit consent, unless required by law.
•Consultation Content: The content discussed during your consultation is strictly confidential. No part of the conversation will be disclosed to third parties without your prior approval, except in situations where disclosure is required by legal obligations.
•Data Security: We employ industry-standard security measures to protect your data from unauthorized access or disclosure. By booking a consultation with us, you agree to the terms outlined in this confidentiality statement. If you have any questions or concerns regarding our privacy practices, please feel free to contact us at supportdesk@openarmscs.com.​​