Community Alliance of

Resources Education and Support

Community leaders and nonprofits turn to the Community Alliance of Resources Education and Support (CARES) to close the access gap between individuals and available local support services.

Our Mission

we use Tech + data to improve access to local support services

We build tools that improve community wellbeing by:

Improving resource access and equity

• Identifying service and access gaps

• Improving community outcomes

Investment Management

From wealth growth to retirement, we provide personalized financial guidance.

Retirement Planning

Comprehensive retirement strategies to ensure financial security and peace of mind.

Estate Planning

Protect your legacy and ensure your wealth transfers according to your wishes.

Tax Optimization

Strategic tax planning to maximize your wealth and minimize your tax burden.

Accessing available local resources can be challenging and inequitable. Finding the right program can take time and access to technology, two resources that can be in short supply for individuals seeking support. 

We are creating a database of available community resources powered by AI to match individuals with the best-fit programs for their needs across a range of support categories. By partnering with nonprofits and local government agencies, we can improve access to support services. 

By creating local community resource hubs, CARES connects nonprofits and government agencies with data to identify the services and programs most in demand within a region, as well as service gaps for supports that are needed but not met by existing programs.

Our annual insight report will provide critical data that local communities can use to improve outcomes and community wellbeing.  

Testimonial

Trusted by Thousands

From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.

Our Pricing

Transparent, Value-Driven Pricing

No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.

All plans include our fiduciary commitment and transparent, fee-only structure.

Foundation

Perfect for getting started with professional financial guidance

$1,500

/One-time

  • Comprehensive financial assessment

  • Goal-setting and priority analysis

  • Budget and cash flow optimization

  • Debt reduction strategy

  • Basic investment recommendations

  • Written financial plan

  • Written financial plan

Wealth Builder

Perfect for getting started with professional financial guidance

$1,500

/One-time

  • Comprehensive financial assessment

  • Goal-setting and priority analysis

  • Budget and cash flow optimization

  • Debt reduction strategy

  • Basic investment recommendations

  • Written financial plan

  • Written financial plan

Legacy

Perfect for getting started with professional financial guidance

$1,500

/One-time

  • Comprehensive financial assessment

  • Goal-setting and priority analysis

  • Budget and cash flow optimization

  • Debt reduction strategy

  • Basic investment recommendations

  • Written financial plan

  • Written financial plan

CARES Connects Community

From personal experience navigating the challenge of finding the right support services, the Community Alliance of Resources Education and Support (CARES) was founded with a mission to improve support access. Our solution to a fragmented, often inequitable system of access is to create technological tools that bring together a wide range of available resources into a single, verified, and easily accessible database. 


By analyzing data on the local services most searched for, accessed, matched, and missing within any given community, we can surface opportunities to bring much-needed support services to a region and to track the impact and outcomes for individuals seeking help.

FAQ's

frequently asked questions

Explore our faqs or reach out to understand how our financial guidance works.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.

CARES CONNECTS

Community Alliance of Resources Education and Support is a 501 (c)(3) nonprofit organization.

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