Healthcare Planning, Simplified.
The story behind Move Health
With decades of experience and deep roots within the healthcare planning industry, we’ve seen major changes in how Americans access health coverage over the past 20 years.
We founded Move Health because financial advisors and their clients are under-resourced when it comes to healthcare planning despite healthcare being a top financial concern for Americans.
In a complex industry, our mission is straightforward: To make health coverage simple & clear.
Our Story
We saw firsthand how people were putting off their next move in life because they didn’t understand what health coverage might look like on the other side.
Retirement, transitions to Medicare, launching a business, moving to their dream home, etc. You name it, we have seen it delayed due to lack of healthcare planning.
Beyond that, we knew that these individuals were asking their trusted center of influence, their financial advisor, for guidance on healthcare planning. We know that are advisors are under-resourced and need help with health insurance & Medicare.
In response to the problem we saw within the industry, We built the Move Health platform for advisors, the premier healthcare insurance planning solution utilized by forward-thinking advisors and their clients across the country.
One Size Doesn’t Fit All
Much like financial planning, tax planning or estate planning, we know that the only way to ensure a positive healthcare planning outcome is to create a tailored strategy for every unique individual we serve.
The most popular financial planning softwares available today either use national averages or don’t make any attempt to accurately estimate healthcare costs. This is why we built the Move Health platform for advisors.
The Move Health platform provides advisors with accurate, real data to utilize in planning conversations with your clients. Don’t worry, you don’t have to be the expert. After you have identified an opportunity to go beyond our analysis tools, we have an in-house team of licensed health plan advisors to assist your clients with a high touch, boutique insurance guidance and enrollment experience.
Our Values
Our values describe the positive attributes and experiences that we aim to create everyday. These shared values are the heartbeat of our organization and describe the kind of person that thrives at Move Health.
Selfless
We are fiercely people centric. We are the trusted partners of those that we serve and will always act in their best interest.
Intuitive
We are relentlessly focused on bringing value to those that we serve. We make each interaction count and strive to wow someone everyday with our outstanding service and demeanor.
Swift
We move quickly. We make impactful decisions, solve problems and provide solutions today, not tomorrow.
Detailed
We make health coverage, which is complicated, simple and clear. We are detailed and thorough in our work. We create informed clients and make certain that those we serve have a clear picture of what their coverage will and won’t do.
Kind
Above all else, we are kind, compassionate and gracious in the way we serve clients, team members and partners.
Meet The Founders
Cole Craven
Head of Growth
Drew Shockley
Head of Development
Josh Mushlock
Head of Strategy & Finance
