Solution introduction
Empowering advisors to measure – and deliver – financial wellness
Know where your client stands, before you start to plan
Our mission is to help older adults and their families make better financial decisions by implementing health care into wealth planning.
Our cloud-based applications enable financial advisers to create and implement financial caretaking plans, monitor financial decision making concerns, estimate health care costs, and identify risks of financial fraud.
Some of our tools and training materials, including questionnaires, checklists, and conversation scripts have been developed in collaboration with the Massachusetts General Hospital.
