Want to find out more about how you can protect older adults and help them make the best possible financial decisions?

Contact us at info@cognisc.com

Cogniscient | Cogniscient products
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We provide cloud-based financial caretaking and health care cost planning applications that promote financial security and healthy aging.

Our WhealthcareTM Plans and supporting educational materials have been developed in conjunction with psychiatrists at the Massachusetts General Hospital (MGH) and other thought leaders in finance and health care including psychiatrist and best-selling author Ned Hallowell, MD.

Our Whealthcare PlansTM suite of products are based in part on a study entitled “Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults” being conducted at MGH and sponsored by Cogniscient. We expect to have preliminary study results sometime early in 2017.

Our cloud-based applications enable advisors to more effectively serve, protect, and connect with older adult clients and families.

Sources: Wall Street Journal, True Link Report on Elder Financial Abuse 2015, Healthcare Cost Institute, David Laibson et al. “The Age of Reason: Financial Decisions over the Life-Cycle with Implications for Regulation”


  • Personalized Financial Caretaking Plan
  • Personalized Long-term Care Plan
  • Personalized End of Life Plan
  • Custom health care cost projections
  • Financial exploitation risk screen (based on the MGH trial)
  • Health care mindset screen


  • Help clients reach health care quality of life and cost goals
  • Protect client wealth and family legacies
  • Identify diminished capacity sooner
  • Enrich client relationships and enhance trust
  • Increase rates of client satisfaction retention, and referrals
  • Differentiate your services from competitors

Educational videos, research articles, conversation starter scripts, and worksheets covering numerous topics related to financial and health care planning, wealth protection, diminished capacity, and aging.

Watch a video and see how to more effectively protect seniors from financial exploitation.

  • Managing finances
  • Managing health care costs
  • Preventing financial exploitation
  • Preparing legal documents
  • Understanding the psychology of money
  • Working with families
  • Building relationships
  • Showing empathy
  • Identifying cognitive impairment
  • Managing cognitive impairment
  • Managing memory loss
  • Transportation and driving
  • Securing safety at home
  • Coordinating health care
  • Financial caretaking
  • Managing living transitions
  • Preparing for a health event
  • Maintaining independence
  • Aging in place
  • Planning for end-of-life
  • Coping with grief and loss