The FamilyCare Navigation Plan
Caregiving is ever-changing, and no two journeys are the same. Whether you're in a crisis, managing daily care, or planning ahead, we're here to help.
Schedule Strategy CallWhat Makes The FamilyCare Navigation Plan Different
Get expert financial tips for caregivers. Learn how to budget, access benefits, and plan for long-term care while balancing your loved one’s needs and your own.
The FamilyCare Navigation Plan is structured approach that covers key phases of being a Family Caregiver
Gain support and expert guidance through our structured approach covering:
✔ Prioritizing Tasks & Gaining Control – Learn how to manage caregiving responsibilities efficiently.
✔ Building Your Caregiving Support Team – Identify key resources and create a strong support network.
✔ Health & Medical Planning – Understand medical needs, care coordination, and long-term care options.
✔ Legal & Financial Considerations – Navigate estate planning, financial management, and legal safeguards.
✔ Communicating with Loved Ones & Family – Address difficult conversations, set expectations, and manage family dynamics.
✔ Deciding Where Your Loved One Will Live – Explore care options, from aging in place to assisted living.
✔ Caring for the Caregiver & Technology Resources – Prevent burnout, manage stress, and leverage tech solutions for easier caregiving.
These key phases will help you navigate your caregiving journey with greater confidence, clarity, and peace of mind.
Essential Planning Tools for Caregivers
Joining The FamilyCare Navigation Plan gives you access to key financial and legal resources:
- Estate Guru – Provides essential legal documents as part of your enrollment, including Financial & Healthcare POAs, Advanced Healthcare Directive, Living Will, and HIPAA Authorization.
- RightCapital – A powerful financial planning tool for your use, helping you manage budgeting, liquidity analysis, long-term care planning, tax strategies, and overall financial projections.
- Income Lab – A retirement income planning tool available for your use, designed to optimize withdrawal strategies and tax efficiency for long-term financial security.
These tools empower caregivers to stay financially prepared and legally protected while managing their responsibilities.

A Community That Understands
Join caregivers who share advice, experiences, and encouragement in a private, compassionate space.

Access Pro-Grade Tools
Utilize expert-level resources to make confident caregiving decisions with ease.

All-in-One Caregiving Plan
Get guides, live Q&As, and emotional support all in one program.

Expert Advice,
No High Costs
Access professional guidance and tools without expensive consultations.
The FamilyCare Navigation Plan Options
Unlock tools and resources that simplify caregiving and financial planning.
Core Navigator
Get access to all financial tools and resources to take control of your caregiving journey.
✔ Self-paced programs & guides, including: Transitioning into Family Caregiving and Personal Finances for Caregivers
✔ Financial planning templates & checklists
✔ Access to EstateGuru, Right Capital and Income Labs
✔ Stress management tools to prevent burnout
✔Community of Fellow Caregivers
✔ $564 Annually (or 3 monthly installments)
Get Started

Navigator Plus
Everything in the Core Navigator, plus community and group coaching for extra support.
✔ Exclusive caregiver community for shared experiences & advice
✔ Group coaching for deeper guidance & personalized strategies
✔ 2 Personal Coaching Calls. One shortly after the free trial period and the second after completion of the final Phase of The FamilyCare Navigation Plan: Caring for the Caregiver & Technology Resources
✔ Access to Live Q&A's from Experts in the Caregiving Field
✔$1,197 Annually (or 3 monthly installments)
Get StartedExclusive Financial Tools & Resources
Caregivers Resource Group provides access to professional-grade financial tools to support your planning
Estate Guru
- Financial & Health Care Power of Attorney (automatically included in both the Core Navigator and Navigator Plus options)
- Advanced Healthcare Directive & Living Will (automatically included in both the Core Navigator and Navigator Plus options
- HIPAA Authorization Forms (automatically included in both the Core Navigator and Navigator Plus options)
- Attorney-network access (Hourly Rates may apply)
Income Lab
- Life Hub
- Tax Lab
- Retirement GPS
- Annuity Planning
- Retirement Stress Test
RightCapital
- Social Security optimization & retirement planning
- Tax Lab
- Tax planning & Roth conversion strategies
- Investment insights & debt management tools
- Insurance & long-term care analysis
NextGen Taxes
- Enjoy 10% off personal tax preparation services
Caregiving won’t wait, and neither should you. Join The FamilyCare Navigation Plan to save time, reduce stress, and gain the confidence to manage caregiving like a pro.
Benefits of Joining Today
Caregivers Resource Group provides access to professional-grade financial tools to support your planning
Immediate Access
- Start using tools and resources as soon as you join.
Trusted Community
- Become part of a network that will support and uplift you.
Who This Serves
The FamilyCare Navigation Plan is designed for caregivers who want expert guidance, proven resources, and a supportive community.
Family Decision-Makers
Manages care, finances, and legal matters with an organized approach.
Working Caregivers
Balances caregiving with a demanding career and needs efficient solutions.
Proactive Planners
Wants structured resources to create a plan before challenges arise.
Resource-Driven Individuals
Prefers expert-backed tools, templates, and step-by-step guides.
Hands-On Caregivers Seeking Support
Handles daily caregiving tasks and seeks expert advice, and support.
Those Seeking Community and Expertise
Wants flexibility, expert insights, live Q&As, and a supportive caregiver community.
