Four Pillars
A framework for the full caregiving journey.
Four pillars that span every stage — for caregivers, credit unions and the professionals who serve them.
Before caregiving
Prepare
Financial readiness, household and family conversations, legal and estate referral readiness, anticipated care costs, support mapping and personal boundaries. Plan before caregiving becomes a crisis.
What this covers
- Financial readiness and household planning
- Family conversations and role clarity
- Legal and estate referral readiness
- Anticipated care costs and support mapping
- Personal boundaries and caregiver self-assessment
During caregiving
Navigate
Whole-life assessment, personalized follow-ups, resilience snapshot, household financial impact, realistic actions and community or professional resource navigation. Support the caregiver through the everyday realities of care.
What this covers
- Whole-life assessment and personalized follow-ups
- Resilience snapshot and emotional well-being
- Household financial impact analysis
- Realistic action planning
- Community and professional resource navigation
Life beyond caregiving
Rebuild
CareCompass NEXT supports grief and transition, identity, social connection, career reentry, financial recovery, physical well-being and a new daily rhythm. Make room for life after caregiving.
What this covers
- Grief, transition and identity support
- Social reconnection and community
- Career reentry and employment support
- Financial recovery planning
- Physical well-being and a new daily rhythm
Education & certification
Empower
Educational resources for individuals and families, training for credit union teams, financial advisors and coaches, and a proposed Wealth & Caregiving professional certification developed with qualified subject-matter experts.
What this covers
- Education for caregivers and families
- Training for credit union frontline staff
- Curriculum for financial advisors and coaches
- Proposed Wealth & Caregiving professional certification
- Partner organization and employer education
These are journey and ecosystem pillars. The internal CareCompass assessment framework — Protect Me, Support Me, Prepare Me — remains a separate organizing structure within the technology.