Financial Healthcare Plan™
Don’t just save for retirement—plan to afford the care you’ll need to enjoy it.
Service Description
Most families think they’ve planned for the future—until a diagnosis, care need, or insurance denial makes it clear they haven’t planned how to pay for it. That’s where our Financial Healthcare Plan™ steps in. We help you build a real strategy to match your healthcare journey with your financial reality. Whether you’re navigating a diagnosis, looking ahead, or already in the thick of care decisions, this plan shows you how to protect your health and your legacy. We break it down into three powerful steps: 1. LONG-TERM CARE BUDGET ANALYZER – Budget with Purpose Our exclusive, Open Arms–created calculator helps you understand your current financial structure and how it aligns with your care needs. It maps out your assets, income, and expenses—and helps you plan for what’s ahead. As your needs change and care costs rise, this tool allows you to adjust your financial plan in real time, keeping your care goals front and center. 2. BRIDGING THE GAP – Connect the Money to the Medicine We help you see the gap most families don’t realize exists until it’s too late—the difference between what you think you can afford and what care really costs. Then we help you build the bridge—custom insurance strategies, care funding options, and financial planning to cover out-of-pocket costs without burning through your legacy. 3. CONCIERGE SUPPORT – Real Help, Real People Our team walks with you, helping you understand what your insurance will and won’t cover. We connect you with estate planning, Medicare, supplemental insurance, and life insurance resources. No more guesswork—just real answers, tailored to your care goals. Because planning for retirement isn’t enough. You need a plan to protect your health without liquidating your family’s future. *Most plans require multiple consultations to finalize details and are included in your plan package. Contact us for further information.
Our Booking Policy
Cancellations or reschedules are allowed up to 4 hours before the scheduled appointment time. A HIPAA form and signed contract agreement will be required. These documents will be sent to you before the initial consultation appointment. *Confidentiality Statement for Consultation Bookings* We respect and prioritize the privacy and confidentiality of our clients. When you book a consultation with us, we are committed to safeguarding any personal information shared during the process. - Personal Information: Any details you provide during the booking process, including but not limited to your name, contact information, and consultation details, will be treated with the highest level of confidentiality. - Use of Information: The information collected will only be used to facilitate your consultation, including scheduling, communications, and follow-up. We do not share, sell, or distribute your personal information to third parties without your explicit consent, unless required by law. - Consultation Content: The content discussed during your consultation is strictly confidential. No part of the conversation will be disclosed to third parties without your prior approval, except in situations where disclosure is required by legal obligations. - Data Security: We employ industry-standard security measures to protect your data from unauthorized access or disclosure. By booking a consultation with us, you agree to the terms outlined in this confidentiality statement. If you have any questions or concerns regarding our privacy practices, please feel free to contact us at supportdesk@openarmscs.com.
Contact Your Consultant
704-337-6830
ivan.cruz@openarmscs.com