(Video) How to Navigate Healthcare Planning

Jason Howell |

"The more you understand [healthcare literacy] the smarter your decisions will be. I'd say that is definitely step one: understanding what you pay why you pay it in what circumstance you pay." 

- Christine Simone, CEO & Founder, Caribou

Join Christine Simone, CEO and Founder of Caribou (https://www.caribouwealth.com/) as we discuss how to implement healthcare planning as part of your - or your client's - wealth planning. During this talk, we answer a handful of questions: 

  • How Christine defines "Healthcare Planning" 
  • What people get wrong about healthcare planning 
  • How technology is playing a role 
  • How Caribou is improving outcomes 
  • What Christine sees as the future of healthcare planning 

New to the topic? Then you definitely need to watch!


Jason Howell Company is a family wealth management firm that strengthens the finances of families making the transition from first generation success to family wealth. We envision a world where wealthy families give, grow and govern themselves in ways that enrich their local communities. We do this by reducing the fear, isolation and guilt associated with financial success.

Jason J. Howell, CFP®CPWA®CSRIC® and Douglas W. Tees, MBACFP® CAP®CBDA  have spent a lot of time in the Washington, DC area, and are aware that many people who are first generation wealth suffer from a kind of "financial imposter syndrome."  Successful entrepreneurs and family businesses are always looking over their shoulder; government contractors worry about the next contract; former Capitol Hill staffers privately wonder if they should "feel bad" for the money they now make. Imposter syndrome is common among people who work for the many corporate headquarters based in this area as well. These feelings get in the way of properly managing family wealth. We empower them to get organized, build a team of advisors and make decisions.

Our typical "first generation wealth" families include dual income parents who work, save and have just the right amount of fun. For long-time, family owned businesses we focus on much family preservation as we do wealth preservation. 

First generation wealth success stories and family business owners realize that they:

  • Need to “do something” with the cash in their checking/savings
  • Need to eventually diversify their portfolio away from the family business
  • Need an investment strategy for “up” and “down” markets
  • Need a plan to mitigate market, credit, inflation, and political risks
  • Need to start tax planning instead of just tax paying
  • Need to be sure they are choosing the right work benefits
  • Need to reduce financial miscommunications between family members
  • Need to separate business finances from personal finances
  • Need to separate family wealth from individual wealth
  • Need a plan to provide space for both family and individual philanthropy 
  • Need to plan for money while alive and for what happens after death

To learn more about our unique offering, contact us for a free initial strategy session: click here

 

Leadership

Jason Howell Company (“Jason Howell Company”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Jason Howell Company in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jason Howell Company, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy