For Financial advisors
The part of the longevity plan that happens at home
You plan the money. SeniorThrive gives the household a room-by-room plan for the house, so care decisions start from a plan instead of an emergency.
Read the video transcript
Every financial plan accounts for longevity. But for your clients, longevity comes down to one question: how long can they safely stay in their home?
Soon, you'll both be closer to that answer.
SeniorThrive is a living plan for staying safely at home. It brings the house, health basics and family together, in one place your client controls. Here's how it works.
At your annual review, you introduce one link. It takes sixty seconds to send, and it puts your advice in their living room.
At home, your client runs a Room Safety Check from a few simple photos. SeniorThrive translates what it sees into an actionable plan, room by room. Line items you can actually build into a long-term budget.
When your client chooses to share, their adult children see the same plan. You build trust with the next generation around a plan the family is already using.
Planning Ahead asks six clear questions and organizes their own answers into a concise PDF. They bring those answers directly to your table.
The home becomes part of the financial plan. And you remain the advisor they count on.
Why financial advisors share SeniorThrive with their clients
You are in the family conversation early. When your client turns on family sharing, their adult children join a plan you helped start, well before a care decision forces the conversation.
Care decisions start from a plan. Room Safety Check shows what deserves attention in each room. My Plan is free and puts the next step first. Either one gives you something concrete to budget against.
Clients arrive ready to talk. Planning Ahead gives them a PDF of their own answers to bring to your next meeting.
The best moment to share: your next annual review.
Share with a clientIt sends people back to you
Planning Ahead PDFAdvisor
"Bring this to a conversation with someone you trust, whether an attorney, an advisor, a friend or family, when you are ready."
Quoted from the app as it ships today.
The next generation
Parent and adult child on one plan
The family view keeps adult children informed about what is happening at home, on terms the older adult sets. You meet the next generation around a plan the family already shares.
The family view: what an adult child sees about their parent The house
A list you can budget against
Room Safety Check shows a room-by-room short list of what deserves attention. My Plan, which is free, prints what is in place and what comes next. Real items you can plan for.
Every room checked so far, each with its date and findings The conversation
Planning Ahead
Six plain questions, then a PDF of their own answers to bring to a conversation. Their answers stay with them. It also lists government programs worth checking.
Planning Ahead: six money questions and the written summary they produce Page 1 of the Planning Ahead PDF, filled in with sample answers. It runs three pages, and SeniorThrive keeps no copy.
What your clients take with them
See the documents a client brings to the planning conversation.
Bring the home into the longevity plan.
Book a 15-minute walkthroughFor older adults and families planning how to stay safely at home.
Works on any device
Use it however suits the household
SeniorThrive runs as an app on Android, with iPhone coming, and in any web browser on a phone, a tablet or a computer. Plenty of older adults use it on an iPad or a desktop at home.
- iPhone and iPad
- Opens in Safari today, and one tap adds it to the home screen. The SeniorThrive iPhone app is on its way to the App Store.
- Android phones and tablets
- Install the SeniorThrive app from Google Play, or open it in Chrome.
- Computer and Mac
- Full big-screen view with large text and comfortable controls. Nothing to install.
Before you share SeniorThrive
The four things you would want to know first
- What it costs your client
- A family member starts free, with no credit card. The 14-day free trial starts only when the older adult joins, and nothing is charged before it ends. After that, the Emergency Card and past Room Safety Check reports stay free. New Room Safety Checks, Planning Ahead, the daily living checks and family sharing are part of Essential at $29 a month for the older adult and one family member.
- Want to cover it for your clients? The Advisor Platform License includes Essential for 5 households at $1,350 a year, up to 50 households. Cover it for your clients
- What happens to their information
- We do not sell their health information, and it is never used to advertise to them. Sharing with family is the older adult's choice, set in Privacy & Sharing. Emergency details are always visible to their Circle so someone can act quickly.
- What we leave to you
- SeniorThrive organizes the home and the household. Financial, legal and clinical advice stay with professionals like you. Planning Ahead organizes your client's own answers for a conversation with you.
- Who sees inside
- Your client decides. You see inside only if they invite you into their Circle, and they can remove anyone at any time.
Talk to the founder
Questions about SeniorThrive, or how to share it with the people you serve? Write to Brian Fluhr, the founder, or book a walkthrough with him.
Book a 15-minute walkthrough[email protected]