CareBridge Navigator for financial planners

Turn long-term care conversations into concrete numbers and next steps your clients can act on.

What problem does this solve?

Clients ask “what happens if Mom needs care?” and the conversation stalls at insurance, savings, and worst-case projections. There is no organized way to translate a financial plan into the actual care decisions a family will face.

How does CareBridge fit your workflow?

CareBridge produces an educational roadmap that maps the care situation to Medicare, Medicaid, VA Aid & Attendance, long-term care insurance, and private-pay paths. You keep the financial-planning conversation; CareBridge organizes the care side so projections become realistic.

What can you hand a client?

Plain-language payment paths summary you can attach to a financial review
Care settings and cost-range comparison (home, assisted living, memory care)
Benefits & payment checklist for VA, Medicaid waivers, and Medigap
PDF care plan the family can share with siblings and other advisors

What does the Professional Partner plan add?

Manage up to 25 client households on one dashboard
Refresh a client’s plan as their situation changes
Bulk PDF export for annual reviews
Dedicated partner support, never a 1-800 line

See Professional Partner pricing

Other professionals we work with

CareBridge Navigator is an educational tool. It does not provide medical, legal, or financial advice, and it is not a substitute for care from a licensed clinician.