Simple from day one.
Care Club is designed to get you from “I don’t know where I stand” to “I have a plan” in a matter of days — not months.
The Care Club experience, step by step.
You’re assigned a dedicated advisor.
You’re matched with one real, licensed advisor who knows your name and your situation. Not a call center, not a rotating team. They’re your point of contact for everything Care Club, and they’re here to help you understand what you have and what you’re missing — not to sell you.
Take your financial assessment.
One quick assessment maps your full financial picture in about three minutes. Care Club’s matching engine turns your answers into personalized product matches, so you see exactly where you stand and what fits your situation. Your results are saved, so you can retake it anytime and track how things change.
Your advisor reviews your results and reaches out.
Your advisor reviews your results and matches, looking for gaps and opportunities. Then they reach out to walk through what they found. It’s a review, not a sales call: what looks solid, what needs attention, what your options are. You decide what’s next — no pressure, no same-call decisions.
Access your member benefits.
Your membership includes a suite of benefits from day one, at no extra cost:
Free Will PreparationFree Tax FilingFree Credit MonitoringIdentity Theft ProtectionComprehensive Wealth PlanningThese are included, not upsells. Your advisor can help you access any of them.
Stay connected.
Care Club isn’t a one-time conversation. Your advisor stays connected, watching when you update your assessment and reaching out when something changes or a new opportunity fits. Year-round check-ins, education, and reminders keep your picture current, and your advisor sees all of it. Someone in your corner who never loses track of where you stand.
See it for yourself.
This is what Care Club looks like in practice — your progress, your assessment, your advisor, and your roadmap, all in one place.
Your dedicated advisor, your progress ring, and your personalized assessment results — updated in real time.
Your Care Club Roadmap tracks your assessment results and every member benefit — with color-coded results and progress at a glance.
Personalized results in action — your assessment is matched to specific products, like this Mortgage Accelerator example tailored to one member’s situation.
Your advisor sees everything you see — and reaches out when something needs attention.
What you get with Care Club.
Questions about how it works.
How quickly will I hear from my advisor after joining?
Your advisor will reach out within one business day of you completing your assessment. The sooner you complete it, the sooner they have something real to work with.
Do I have to complete the whole assessment?
It only takes about three minutes, and finishing it gives your advisor your complete picture. Even a partial assessment gives them a starting point — but most members complete the whole thing in one sitting.
What if I don’t like my assigned advisor?
Contact us at team@trycareclub.com and we’ll work to reassign you. We want the relationship to be a good fit.
Is Care Club a replacement for my financial planner or CPA?
No. Care Club complements your existing professional relationships — it doesn’t replace them. Your advisor is a licensed insurance professional, not a CPA or registered investment advisor. If you have complex tax or investment needs, your Care Club advisor can help you identify what kind of professional you need.
How long does the assessment take?
About three minutes. You can complete it in one sitting at your own pace — your answers are saved automatically as you go.
Can I retake the assessment?
Yes — and we encourage it. Your financial picture changes over time. Retaking your assessment lets you track your progress and gives your advisor updated information to work with.
See it for yourself.
Log in and take your financial assessment. It takes about three minutes and your advisor will have your results waiting.
Log In