In the age of COVID-19, the connection between financial wellness and physical well-being has never been so clear.

We enable financial advisors to confidently and comfortably address health and longevity-related challenges, creating a clearer path to deeper client relationships and accelerated organic growth.

Deliver a meaningful, personalized end-to-end digital client engagement experience

Generate customized recommendations based on client preferences and behaviors

Engage in substantive client conversations beyond investments and markets

Enhance fiduciary, Best Interest, and senior protection compliance efforts

Capture more held-away client assets and accelerate organic growth

Our multi-award winning solution was designed and developed in cooperation with nationally recognized thought leaders in practice management, financial planning, geriatrics, and behavioral and mental health.

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How do we help advisors deliver wellness?

Source: Chris Heye, PhD, “Introducing a Hierarchy of Financial Wellness”, Journal of Financial Planning, September 2020.

By providing them with simple digital engagement tools.

Simple tools make it easier to start and sustain quality conversations about wellness and longevity

Advisors select real life aspects of wellness and longevity of interest to clients, then invite them to quickly share their preferences and practices

Clients receive evaluative scores and lists of action steps, facilitating the sale of additional products and services by the advisor

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The Pandemic Papers

At Whealthcare Planning, we believe that now is the time for more action, not less.

We are committed to helping advisors, their clients, and families maintain not just financial wellness, but also physical, behavioral, and cognitive wellbeing.

To that end, we are publishing a series of short essays with recommendations for successfully navigating the turbulent confluence of health and wealth that is now the “new normal”.