The Patient and Family Experience With a focus on program growth in 2019, the Financial Planning for Cancer team was dedicated to providing a worthwhile, approachable service and communicating the program value and benefits to potential participants.
Implementing a patient-centered process We know patients and their families already have a lot on their minds, so we made the matching process as easy as possible. Once a financial planning referral is submitted by the patient’s social worker or Family Reach Resource Navigator, we connect them with a financial planner within 2 business days. Both the planner and patient or caregiver sign a letter of engagement, and then the financial planner reaches out to the patient for their first phone call. The program further prioritizes flexibility, so each CFP® professional is available via phone, email, or video chat. Additionally, a trusted caregiver or loved one can meet with the financial planner on behalf of the patient.
Filling the gap Financial Planning for Cancer operates in tandem with the other services included in the Financial Treatment Program, providing families with long-term solutions to financial toxicity. In fact, 83 families who received financial assistance in 2019 also participated in Financial Planning for Cancer. It’s also important to note that patients who aren’t eligible for direct financial assistance from Family Reach can still enroll in Financial Planning for Cancer, which further ensures cancer patients facing financial burdens have access to support. Furthermore, as the program grows and reaches patients before they hit critical financial breaking points, the financial planning support can reduce the need for direct financial assistance.
Financial Planning for Cancer
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