We offer Flat Fee-only, fiduciary financial planning for caregivers and families facing FamilyCare Strategic decisions—independent, transparent, and free of commissions or product sales.
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Flat-Fee Financial Planning & FamilyCare Strategy
Support for caregiving families to manage responsibilities, coordinate care, and get organized—financially, logistically, and with key legal documents.
Prepare for the Expected and the Unexpected of Family Caregiving
At Caregivers Resource Group, we provide expert guidance, practical tools, and financial planning support. Our mission is to help family caregivers navigate their journey with confidence while balancing home, work, and their family’s financial future.
What We Offer
Expert guidance and financial strategies to help Family Caregivers plan, manage costs, and navigate challenges with confidence.
The FamilyCare Playbook™
The FamilyCare Playbook™ is a total FamilyCaregiving Solution that empowers caregivers with expert guidance, planning tools, and community support for FamilyCare Strategies and decision making.
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Live group coaching to navigate caregiving with expert guidance
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Live Q&A sessions to get your questions answered in real time by professionals
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On-demand video library with essential topics in caregiving, planning, and self-care
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Step-by-step tools to organize medical, legal, and financial responsibilities
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Guided checklists and flowcharts to simplify complex decisions (powered by fpPathfinder)
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Access to premium financial platforms: RightCapital, Income Lab, and EstateGuru
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Private caregiver community for insights, support, and shared experience
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Self-care resources to maintain balance and avoid burnout
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Self-guided option for flexible, independent learning
Financial Planning for Caregivers
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Family caregivers planning for a loved one’s care
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Adults preparing for retirement and future health needs
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We support caregivers, future planners, and professionals who serve families
How We’re Compensated:
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Transparent, flat-fee or hourly pricing
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No product sales, commissions or asset minimums
What We Cover:
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Long-term care planning and funding options
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Retirement income and Social Security strategy
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Medicaid eligibility and spend-down planning
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Estate, tax, and beneficiary coordination
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Scenario analysis for in-home vs. facility care
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Caregiver-focused financial stress reduction
The FamilyCare Playbook Dispatch
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Delivered twice monthly to your inbox
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For caregivers, future caregivers, and those planning ahead for family care
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Expert-written articles on caregiving strategies and trends impacting families today
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Practical tips to stay organized, reduce stress, and navigate care with confidence
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Focused on simplifying complexity and helping you plan with clarity
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Plus ongoing insights, timely updates, and more—every issue
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Why Choose Caregivers Resource Group?
Caregiving is unpredictable—we help you plan, adapt, and stay in control.
âś” Start with free resources to lay the groundwork.
✔ Join The FamilyCare Playbook Society for strategic guidance and community support.
âś” Access financial planning for long-term caregiving security.
"There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers."
- Rosalynn Carter -