Latest Whealthcare Planning News
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.
Whealthcare Planning Co-founder Carolyn McClanahan, MD, CFP is featured in a Barron's article discussing how to manage and protect loved ones who suffer from dementia.
In his December 2018 Fintech Review, Riskalyze CEO Aaron Klein gives the release of the direct to consumer version of the Whealthcare Planning platform a thumbs-up.
Here's how...
Financial Caretaking Plan
What is it?
A 10 minute planning exercise that addresses the financial management challenges that arise as we age.
When should you use it?
When helping an older adult organize and manage finances
As part of regular estate planning activities
To identify names and roles of “trusted contacts” who can help with financial decision-making
If you feel an older adult is making bad financial decisions
Before a health event, like surgery
Watch the video
Whealthcare Risk Profile
What is it?
10 minute behavioral assessment based on a Massachusetts General Hospital study.
When should you use it?
With any person over 50 to establish a baseline score
If you are concerned about someone’s ability to make good financial decisions
Before a health event, like surgery
Watch the video
Proactive Aging Plan
What is it?
15 minute health and longevity-focused financial planning exercise.
When should you use it?
While budgeting for living, health care, and long-term care costs
When assisting with transitions to more age-friendly living arrangements
During discussions about when to quit driving
When establishing advanced health care directives around end of life care
Watch the video
Follow us on Facebook, LinkedIn, and Twitter