Whealthcare Planning wins prestigious InvestmentNews Innovation Award

On April 17th, Whealthcare Planning received the award for best Educational Materials at the InvestmentNews Innovation Summit. We are pleased and honored to win this award. The award was accepted by Whealthcare Planning Co-Founder Chris Heye, PhD.

And was chosen as a finalist for three 2019 WealthManagement.com Awards

We have been selected as a finalist in three Technology Provider categories for the 2019 WealthManagement.com Awards: Specialized Planning Applications, Risk Tolerance/Client Profiling, and Thought Leadership. The award ceremony will be held in New York City on September 12th.

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 received the 2019 InvestmentNews Innovation Award for best Educational Materials.

Whealthcare Planning Co-Founder 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

Asset management platform providers

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

Insurance advisors

Help protect clients' wealth from the risks assoicated with health care costs, aging, and longevity and improve the quality of your recommendations for annuities and life and long-term care insurance.

Estate and elder care attorneys

Identify gaps in your clients' estate plans and help them and their families more effectively prepare for the transfer of financial/legal decision-making authority and wealth.

Latest Whealthcare Planning News

August 26, 2019. Washington Post Whealthcare Planning Co-founder Carolyn McClanahan, MD, CFP offers her advice on how to address worries about a recession and its impact on retirement funds in a Washington Post article.

August 19, 2019. NerdWallet Whealthcare Planning Co-founder Chris Heye, PhD offers advice on how to avoid being a victim of a financial scam.

August 11, 2019. Forbes Whealthcare Planning Co-founder Carolyn McClanahan, MD, CFP provides a conversation guide on how to talk to aging parents about getting old.

August 5, 2019. InvestmentNews Our Whealthcare Planning platform was cited in InvestmentNews as a new technology to help financial advisors more effectively plan for health care costs.

July 1, 2019. NerdWallet Our Whealthcare Planning platform was highlighted in NerdWallet as a tool that helps aging parents organize important financial details.