Trusted by
Hundreds
of Financial
Professionals
Adam Vega
CFP®
President,
Partner
Avance Private
Wealth
Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients clients navigate the complexities of planning their long term care and future health needs. In essence, Waterlily is a must-have for anyone seeking clarity and confidence in their long-term care planning endeavors.
Alex Caswell
CFA CFP® EA
Wealth Planner
RHS Financial
Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.
John Sieb
Long-Term Care
Business Head
& COO
Prudential
The Waterlily care planning capability is a first of it’s kind digital solution that looks at care planning in a more holistic, innovative and informative manner that leverages data and AI with an eye towards including family, friends and trusted advisors in the decision making process. The tool was easy to navigate, presents different scenarios and quickly determines critical next steps. The output was simple to read and actionable. Overall, it was a fantastic and fulfilling experience that should be used in multiple life phases: pre-retirement, retirement and receiving care. A value-added capability that’s complimentary to a financial plan.
Harry
Abrahamsen
Founder & CEO
Abrahamsen
Financial
It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool.
Jordan M.
Acer CFP®
CIMA®
Partner and
Wealth Planner
Concordia
Wealth Planning
Waterlily presents a unique approach to the elder care conversation every family should be having. This platform has enlightened me to some of the complexities of long-term care planning. It is about more than just financial figures; it’s about fostering meaningful discussions that prioritize the well-being of every family member.
Benjamin J.
Smith CFA
Principal & Invst
Consultant
Guidance Point
Advisors
We've been working with Waterlily to have a more open dialogue with our clients about planning for long-term care services. Talking about family planning and who's going to take care of us as we age has been instrumental as they can apply their own experiences of taking care of their parents, in-laws, or other loved ones and discuss what didn't work or did work well for their loved ones' care. This has opened up other conversations about: WHERE should we live? what size house should we live in and does it allow us to age appropriately? Do I need LTC coverage or can I self-insure? What can I expect my LTC cost to be if a key family member isn't available to take care of me? All of these items have allowed our firm to move the decision-making process away from the moment of crisis and toward an educated and rational point of view.
Nick Bour
CLTC®
NSSA®
Founder & CEO
Inspire Wealth
Waterlily is the first software and platform that my team and I have found to be realistic and extremely useful. We have tried several different planning software over two decades and they are all lacking or not complete. I’m excited and feel fortunate to have discovered Waterlily!!
Chris Chen
CFP® RLP®
Wealth Strategist
Insight Financial
Strategists
It's an intuitive platform that makes it easier to discuss a difficult topic with clients. It is really helpful to put a number on the size of the problem so that clients can be proactive about it. Waterlily has done a great job integrating disparate data into a single tool to address the hardest financial planning problem. Before Waterlily, I used my own calculations. It is really nice to have them in a single tool. It saves time. It helps the client understand better. It helps clients to be proactive.
Dustin
Eldridge
CFP®
CPWA®
Founder
TEAM Private
Wealth Mngmt.
Prior to using Waterlily, I would reach out to insurance providers to run projections for clients potential care needs. This required multiple phone calls or emails from starting the process to obtaining the results. With Waterlily, I can jump on the tool and obtain a projection in less than 10 minutes. As an advisor this allows me to reduce the time I spend on these tasks but more importantly allows me to deliver real-time feedback for my clients. Oh, and the tool is extremely easy to use on top of the efficiency it creates.
Trusted by Hundreds of Financial Professionals
Don't just take our word for it, take a look at some of the reviews below.
Adam Vega CFP®
President, Partner
Avance Private Wealth
Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients clients navigate the complexities of planning their long term care and future health needs. In essence, Waterlily is a must-have for anyone seeking clarity and confidence in their long-term care planning endeavors.
Harry Abrahamsen
Founder & CEO
Abrahamsen Financial
It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool.
Nick Bour CLTC®
NSSA®
Founder & CEO
Inspire Wealth
Waterlily is the first software and platform that my team and I have found to be realistic and extremely useful. We have tried several different planning software over two decades and they are all lacking or not complete. I’m excited and feel fortunate to have discovered Waterlily!!
Alex Caswell CFA
CFP® EA
Wealth Planner
RHS Financial
Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.
Jordan M. Acer CFP®
CIMA®
Partner and Wealth Planner
Concordia Wealth Planning
Waterlily presents a unique approach to the elder care conversation every family should be having. This platform has enlightened me to some of the complexities of long-term care planning. It is about more than just financial figures; it’s about fostering meaningful discussions that prioritize the well-being of every family member.
Chris Chen CFP®
RLP®
Wealth Strategist
Insight Financial Strategists
It's an intuitive platform that makes it easier to discuss a difficult topic with clients. It is really helpful to put a number on the size of the problem so that clients can be proactive about it. Waterlily has done a great job integrating disparate data into a single tool to address the hardest financial planning problem. Before Waterlily, I used my own calculations. It is really nice to have them in a single tool. It saves time. It helps the client understand better. It helps clients to be proactive.
John Sieb
Long-Term Care Business
Head & COO
Prudential
The Waterlily care planning capability is a first of it’s kind digital solution that looks at care planning in a more holistic, innovative and informative manner that leverages data and AI with an eye towards including family, friends and trusted advisors in the decision making process. The tool was easy to navigate, presents different scenarios and quickly determines critical next steps. The output was simple to read and actionable. Overall, it was a fantastic and fulfilling experience that should be used in multiple life phases: pre-retirement, retirement and receiving care. A value-added capability that’s complimentary to a financial plan.
Benjamin J. Smith
CFA
Principal & Invstmnt Consultant
Guidance Point Advisors
We've been working with Waterlily to have a more open dialogue with our clients about planning for long-term care services. Talking about family planning and who's going to take care of us as we age has been instrumental as they can apply their own experiences of taking care of their parents, in-laws, or other loved ones and discuss what didn't work or did work well for their loved ones' care. This has opened up other conversations about: WHERE should we live? what size house should we live in and does it allow us to age appropriately? Do I need LTC coverage or can I self-insure? What can I expect my LTC cost to be if a key family member isn't available to take care of me? All of these items have allowed our firm to move the decision-making process away from the moment of crisis and toward an educated and rational point of view.
Dustin Eldridge
CFP® CPWA®
Founder
TEAM Private Wealth Mngmt.
Prior to using Waterlily, I would reach out to insurance providers to run projections for clients potential care needs. This required multiple phone calls or emails from starting the process to obtaining the results. With Waterlily, I can jump on the tool and obtain a projection in less than 10 minutes. As an advisor this allows me to reduce the time I spend on these tasks but more importantly allows me to deliver real-time feedback for my clients. Oh, and the tool is extremely easy to use on top of the efficiency it creates.
Reviews
“Thank you for building such an empowering tool, especially for designers! The site went from Figma to Framer in less than a week.”
Kayla Ray
@kayray
Trusted by Hundreds
of Financial Professionals
Trusted by Hundreds of Financial Professionals
Don't just take our word for it, take a look at some of the reviews below.
Adam Vega CFP®
President, Partner
Avance Private Wealth
Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients clients navigate the complexities of planning their long term care and future health needs. In essence, Waterlily is a must-have for anyone seeking clarity and confidence in their long-term care planning endeavors.
Alex Caswell CFA
CFP® EA
Wealth Planner
RHS Financial
Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.
John Sieb
Long-Term Care
Business Head & COO
Prudential
The Waterlily care planning capability is a first of it’s kind digital solution that looks at care planning in a more holistic, innovative and informative manner that leverages data and AI with an eye towards including family, friends and trusted advisors in the decision making process. The tool was easy to navigate, presents different scenarios and quickly determines critical next steps. The output was simple to read and actionable. Overall, it was a fantastic and fulfilling experience that should be used in multiple life phases: pre-retirement, retirement and receiving care. A value-added capability that’s complimentary to a financial plan.
Harry Abrahamsen
Founder & CEO
Abrahamsen Financial
It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool.
Jordan M. Acer CFP®
CIMA®
Partner and Wealth Planner
Concordia Wealth Planning
Waterlily presents a unique approach to the elder care conversation every family should be having. This platform has enlightened me to some of the complexities of long-term care planning. It is about more than just financial figures; it’s about fostering meaningful discussions that prioritize the well-being of every family member.
Benjamin J. Smith
CFA
Principal & Invstmnt Consultant
Guidance Point Advisors
We've been working with Waterlily to have a more open dialogue with our clients about planning for long-term care services. Talking about family planning and who's going to take care of us as we age has been instrumental as they can apply their own experiences of taking care of their parents, in-laws, or other loved ones and discuss what didn't work or did work well for their loved ones' care. This has opened up other conversations about: WHERE should we live? what size house should we live in and does it allow us to age appropriately? Do I need LTC coverage or can I self-insure? What can I expect my LTC cost to be if a key family member isn't available to take care of me? All of these items have allowed our firm to move the decision-making process away from the moment of crisis and toward an educated and rational point of view.
Nick Bour CLTC®
NSSA®
Founder & CEO
Inspire Wealth
Waterlily is the first software and platform that my team and I have found to be realistic and extremely useful. We have tried several different planning software over two decades and they are all lacking or not complete. I’m excited and feel fortunate to have discovered Waterlily!!
Chris Chen CFP®
RLP®
Wealth Strategist
Insight Financial Strategists
It's an intuitive platform that makes it easier to discuss a difficult topic with clients. It is really helpful to put a number on the size of the problem so that clients can be proactive about it. Waterlily has done a great job integrating disparate data into a single tool to address the hardest financial planning problem. Before Waterlily, I used my own calculations. It is really nice to have them in a single tool. It saves time. It helps the client understand better. It helps clients to be proactive.
Dustin Eldridge CFP®
CPWA®
Founder
TEAM Private Wealth Mngmt.
Prior to using Waterlily, I would reach out to insurance providers to run projections for clients potential care needs. This required multiple phone calls or emails from starting the process to obtaining the results. With Waterlily, I can jump on the tool and obtain a projection in less than 10 minutes. As an advisor this allows me to reduce the time I spend on these tasks but more importantly allows me to deliver real-time feedback for my clients. Oh, and the tool is extremely easy to use on top of the efficiency it creates.