Big Things Are Happening!

We’re making some changes here at Plan Well Guide. We recommend waiting to create an account or progressing further with your planning until our new application is available!

Thanks for your patience!

For Other Planning Professionals

Life Coaches, Consultants, Doulas and other Planning Services Providers

People are looking for easier access to and greater value when it comes to planning for life, incapacity or death. By partnering with Plan Well Guide, you will be able to offer your clients a more holistic planning experience, without adding any overtime.

Adding Value to your Practice

Health is a topic of concern for many people. By adding the conversation about medical planning to your interactions with your client, you can enrich the quality of the conversation with clients as you help them think about their future health care. You are offering them direction and advice on how they can best prepare.

Partnering with Plan Well helps you:

Acquire New Clients

We will encounter people who don’t have planning documents in place. We will refer them to our Certified Planning Partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your firm.

Retain Clients Longer

Plan Well Guide is designed to interact regularly with its users to remind them to update their planning documents. By doing so, we prompt your clients to update their planning documents over time, leading to increased client retention.

Retain Clients Longer

Plan Well Guide is designed to interact regularly with its users to remind them to update their planning documents. By doing so, we prompt your clients to update their planning documents over time, leading to increased client retention.

Enhance Client Experience

Encouraging your clients to plan for future medical care rounds out their planning experience, and ensures they are fully prepared for the future in one of the most important aspects of planning.

How to offer Plan Well

The context of coaching the client on will and estate planning or trusts and trustees is a natural place to offer our service as a complimentary tool for your client. Especially when you are talking about appointing representatives and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients values for future medical care.

Another opportunity to add Plan Well Guide into your value proposition may be when discussing future planning needs, such as such as funeral planning. Just like your clients need to plan ahead for such serious matters, your clients also need to plan ahead for their health care, so they are more likely to get the medical care that is right for them with less stress upon the family member who has to represent them.

Become a Certified Partner in 3 Simple Steps

  1. Get in touch with us! Please use the contact form below to submit your request.
  2. Check out our additional resources below.
  3. We recommend that you work through our Guide(s) to better understand our service.

Additional Resources

Plan Well Toolkit

  • Includes various promotional materials (digital and print)
  • Key message notes to use when talking to clients
  • Q&A for you and your colleagues to share with your clients
  • PPT slides designed to share at lunch n’ learns with staff and prospective client​s

 

*Note: If your office is interested in having your logo included on any of the creative materials, please contact us directly and we can work with you to incorporate your branding.

To live well, age well, and die well, you need to Plan Well