How does it work?

Just complete three short, 15 minute online assessments, and get results immediately. Our expert-informed, clinically-based methodology…

	Identifies age-related financial risks...
	Utilizing proprietary algorithms grounded in research conducted at the Massachusetts General Hospital and planning methods developed by Carolyn McClanahan, MD, CFP®

	...then creates personalized aging plans
	That contain Whealthcare Risk™ scores, comprehensive action items, and estimates of health and long-term care costs

What are "age-related financial risks"?

Age-related financial risks include high health care costs, long-term care costs, dementia, behavioral issues like loneliness or impulsivity, chronic illnesses, errors or gaps in estate plans, lack of transparency in financial organization and management, and family caretaking requirements. Any of these can seriously threaten retirement savings.

While providing guidance from experts

Our industry award winning* educational materials feature thought leaders in financial planning, psychiatry, and geriatrics.

*Whealthcare Planning was selected as a finalist for the 2019 InvestmentNews Innovation Awards in the Educational Materials category.

Carolyn McClanahan, MD, CFP® discusses the behavioral psychology behind planning proactively for longevity

Who is it for?

Financial advisors

Secure more of your client’s assets, improve client acquisition rates, build bridges to the next generation, identify clients at risk for diminished capacity, and comply with senior protection regulations

Individuals and families

Prepare yourself financially and emotionally for inevitable changes to your health and decision-making capacity and protect older family members from poor financial decisions and abuse

Employee benefit plan consultants

Meet the growing need for employers to support their employee caregivers and help them attract and retain higher quality workers

Asset management platform providers

Differentiate your technology platform by adding comprehensive health and aging-focused financial planning capabilities

Latest Whealthcare Planning News

Whealthcare Planning Co-founder Carolyn McClanahan, MD, CFP is interviewed by InvestmentNews and recommends that advisors start talking to their clients about health and aging or risk losing their business.

Whealthcare Planning Co-founder Chris Heye, PhD makes an appearance on Dr Ned Hallowell's Distraction podcast and discusses how Whealthcare Planning tools help older adults address age-related financial risks and challenges.

Whealthcare Planning has been selected as an InvestmentNews Innovation Summit Awards finalist! We have been nominated as one of three finalists in the Educational Materials category. The winner will be announced at the InvestmentNews Innovation Summit on April 17th, 2019. Read more here.

Whealthcare Planning was recently featured in a lengthy article on CNBC. The article includes quotes from Whealthcare Planning Co-Founders Carolyn McClanahan, MD, CFP and Chris Heye, PhD, as well as Whealthcare Planning users and their clients. You can read the article here.