Q1 2023 | Caribou Healthcare Planning Report

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From January to March, Caribou’s financial planning partners initiated HealthPlanning Analyses across many different client circumstances, from planning for Medicare to supporting moving to a new state, and everything in between.

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For those unfamiliar, a HealthPlanning Analysis is the custom report our healthcare planning software creates for financial advisors’ clients. The HealthPlanning Analysis takes into consideration a client’s healthcare needs, financial goals, lifestyle, location, and many other factors that impact healthcare costs to predict expected spend for the year. It also suggests various optimization strategies, such as showing health plan choices that fit clients’ specific goals and health needs. 

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Inside this free report, you’ll discover a breakdown of the savings we found for all clients who completed a HealthPlanning Analysis in Q1 of 2023. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!

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