Worthright combines long-term care planning with financial assistance to give you superpowers in your job.
No matter when you come into a client family's life, serving them through challenging decision is your job. Worthright makes it simple to evaluate financial and health information together and effectively plan for life’s transitions.
You're in full control over who sees what, which family members or partners get involved and how you interact with each of them.
Everyone who uses Worthright is assigned a coach. They'll help you use the tool effectively, or can call in support to help with whatever client situation may arise.
Worthright’s tool computes the financial viability for each long-term care plan, surfaces ways to find more money and reduce expenses, and ensures a client can secure the financing they need to afford a high quality of life.
Easily share plans with family members or other advisors to get everyone on the same page with what’s happening.
As care professionals who are advising a family - we and our families struggle with the unknown, and are forced to make decisions without the right data. Worthright changes that."
We know that in most cases, the quality of care is linked to financial health, and cash matters more than ever. Worthright helps families and the people that serve them solve this exact issue.
Worthright solves a major problem by giving professionals like me more confidence around the finances of aging care.
We know you've spent your career building a trusted reputation with clients and your community. We want to strengthen your position and confidence by putting you in control of more information and clarity than ever before.
Invite your client or their family to complete the financial picture, or leverage other advisors to build clinically and financially relevant plans within your private portal.
Worthright combines multiple years of nationwide data from various providers to give you an accurate picture of costs that can drive your planning and family conversations.
Build and compare renovations, home care, assisted living and care management scenarios against your family’s current financial picture. See what is viable and what is not.
Worthright surfaces helpful, hard to find information like current sale and rental values on property, outstanding liens and insurance policy and premium valuations.
Worthright saves me so much time it’s insane"
You’re the go-to person for your clients. Worthright provides support and a dedicated coach, but you work directly with your clients.
Are comfortable using a basic online tools with your clients
Prefer to be responsible for all of the client interactions
Are comfortable being the expert in most cases
Worthright becomes your partner. We do the work and serve as an Affiliated Family Advocate to your business, ensuring you, your staff and your clients always have the answers they need.
Prefer having someone ‘on staff’ to work directly with your staff and clients
Have clients with complex family or financial dynamics
Want someone else involved who you and your clients can rely on
Worthright prices it's tool in a simple, straight forward way. There are no long-term contracts and you can cancel at anytime.
If you're unhappy and would like to cancel in the first 30 days, we'll ask for an 'exit' interview and refund your money, no question about it.
Every Worthright customer receives a professional, modern, search-engine optimized profile page to make you more findable for families who seek your service. Each month, our Directory of Professionals receives more than 350,000 visitors through a series of partnerships we've built across the web.
Exposure to 350,000 relevant, monthly visitors.
Effortlessly build your profile and control exactly what is seen by search engines and by families
Show off client testimonials so new families know what it’s like to work with you.