Carefull for
Care Management
Provide clients and their families with a tool to protect against fraud, scams, misuse, and money mistakes. Add Carefull to your practice to save caregivers time, ensure client independence and scale your business with a powerful new offer.
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Read About Carefull and Care Management in the News
The Carefull Difference
We are here to help you make more life-long partnerships with your clients.
Save caregivers time.
No more logging in and hunting for fraud or money mistakes; see the entire financial picture in seconds.
Make a bigger impact at a lower price.
Carefull costs less per year than one single hour of daily money management.
Read exclusive financial caregiving guidance.
Weekly newsletter with tips on topics such as how to protect seniors from the latest scams, designed to help you manage and communicate care.
Trust Carefull’s Hands-On Approach
We are here to help you make more life-long partnerships with your clients.
Monitoring
Connect your loved one’s accounts, and we’ll show you the full picture within seconds. See what money is coming in and going out, which bills are coming up and how much is left in the bank.
Collaboration
Simple communication tools to surface issues and streamline collaboration amongst stakeholders, including siblings, adult children, and aging parents.
Security
Our 256-bit, bank-level security systems allow Carefull to discover and analyze issues without accessing client funds or sharing client data.
Long-Term Planning
Planning assistance provides clients with content, advice and community support for tough questions about long-term financial health.
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We’ll Get You Member-Ready
We handle everything to get your team up and running with Carefull.
She wasn’t interested in managing her mom’s finances, but giving control to her brother proved to be her biggest mistake.
I wanted to help my mom get through this chapter of her life without abandoning her. Being a caregiver is so rewarding—there’s nothing that can make you happier than helping someone else.
Reach out to discuss how your
practice can use Carefull.
We’ll get you set up and ready to onboard clients.