Our Financial Planning Services

Caregivers Resource Group provides resources, guidance, and a supportive community for family caregivers, professionals, and businesses. We help individuals navigate the financial, legal, and emotional challenges of caregiving while offering corporate solutions to support employee caregivers.

At the heart of our services is the FamilyCare Navigation Plan, a structured, step-by-step roadmap designed to help caregivers move from feeling overwhelmed to being organized, confident, and in control.

We support a diverse group of individuals, including:

• Family Decision-Makers – Those managing care, finances, and legal matters in an organized way.
• Working Caregivers – Professionals balancing a demanding career with caregiving responsibilities.
• Proactive Planners – Individuals looking for structured resources to create a caregiving plan before challenges arise.
• Resource-Driven Individuals – Those who prefer expert-backed tools, templates, and step-by-step guides.
• Hands-On Caregivers Seeking Support – Those actively providing daily caregiving and needing expert guidance.
• Those Seeking Community & Expertise – Caregivers looking for peer support and professional insights.
• Financial Advisors, HR Leaders, and Organizations – Professionals and businesses looking to support employee caregivers.

No, Caregivers Resource Group does not provide financial or investment advice. However, we offer financial education, tools, and resources to help caregivers make informed decisions.

For personalized financial advice, we refer individuals to AdviceOnly.com, a platform that connects users with fee-only financial professionals who provide guidance without selling financial products. Refer to the Financial Planning page on this website.

The FamilyCare Navigation Plan helps you save time, protect your finances, and improve your well-being, all while becoming a more confident and organized caregiver.

Here’s how the program can deliver life-changing value:

• Save 5-10 hours per week with efficient caregiving strategies.
  💡 Estimated Value: $500-$1,000 per month in reclaimed time.
• Protect your career and avoid lost income due to caregiving demands.
  💡 Estimated Value: $30,000-$100,000 annually in preserved income and $5,000-$20,000 annually in health benefits.
• Continue building retirement security with employer contributions.
  💡 Estimated Value: $250,000+ over 20 years in retirement savings.
• Reduce crisis-driven costs like hospitalizations and unplanned care moves.
  💡 Estimated Value: $3,000-$10,000 per crisis avoided.
• Maximize tax savings with caregiver deductions and credits.
  💡 Estimated Value: $500-$2,000 annually.
• Improve your health by reducing stress-related medical costs.
  💡 Estimated Value: $1,500-$5,000 annually in health savings.
• Strengthen family connections and avoid legal and relational conflicts.
  💡 Estimated Value: Priceless emotional benefits.
• Provide better care while reducing unnecessary medical visits.
  💡 Estimated Value: $5,000-$15,000 annually.

Note: These figures are estimates based on average caregiver scenarios and should not be considered guarantees of financial or time savings. Individual results will vary.

We offer a 14-day risk-free trial.

Full Refund Policy

• The participant must complete the initial onboarding steps.
• A written cancellation request must be submitted before the trial ends.
• Refunds will be processed within 7 business days of approval.

After 14 days, no refunds will be issued.

Start in 3 simple steps:
1️⃣ Visit www.caregiversresourcegroup.com to explore our programs.
2️⃣ Book a free consultation to discuss your caregiving situation.
3️⃣ Choose between Core Navigator or Navigator Plus and start your 14-day trial.

We’re here to guide and support you every step of the way.