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The Care Plan

Full company profile

uuid003iyvs

Namestring
The Care Plan
Legal namestring
The Care Plan
Company typeenum
Private
Founded yearint
2015
Descriptiontext

The Care Plan is a Chicago-based, founder-led care management and care development company founded in 2015 by Jacqueline Boyd. It is positioned as the country's first LGBTQ+ centered care management and care development company, delivering one-on-one care navigation services to individuals and families navigating health and aging challenges, with particular attention to LGBTQ+ clients facing discrimination or invisibility in mainstream systems. Core services include intake calls, Peace of Mind Consultations, plan of care development, ongoing care coordination, and free or sliding scale access for clients with limited financial resources.

A second service line, Care Development, delivers organizational training, facilitation, and consulting to nonprofits, healthcare providers, and corporate clients, covering LGBTQ+ cultural competency training, workplace wellness, trauma-informed practices, leadership development, executive coaching, strategic planning, and program design. The business model is professional services on a quote-based, hybrid (free/sliding scale to organizational contracts) pricing model, with a cross-subsidy mechanism in which organizational revenue funds subsidized individual care navigation. The company has no proprietary technology platform, software, or AI/ML components — service delivery is human-led by a small multi-generational, interdisciplinary team (nursing, social work, occupational therapy backgrounds) operating nationally from a Chicago PO Box via phone, email, website, and hosted community events.

The go-to-market is community-led: customer acquisition relies on founder-driven referrals from LGBTQ+ and aging advocacy networks, speaking engagements at national conferences, active content distribution (blog, weekly YouTube, Instagram, newsletter, hosted events like 'Empowered Caregiving' and 'South Side Swell'), and direct outreach. Documented organizational engagements include AARP, SAGE USA, Howard Brown Health Center, and AIDS Foundation Chicago. The Care Plan is privately held with no institutional investors, funding rounds, or subsidiary structure.

Short descriptiontext

The Care Plan provides LGBTQ+ centered care navigation for individuals and families plus organizational training and consulting for nonprofits, healthcare providers, and corporations. Founded in 2015 in Chicago by Jacqueline Boyd, it is the country's first LGBTQ+ centered care management company.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersArlington Heights, United States
HQ citystring
Arlington Heights
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
care navigation services, LGBTQ+ aging support, care management consulting, trauma-informed training, organizational wellness consulting
Industry5 codes
1Care Coordination & Navigation (Multi-Provider)
CodeHLADALABPrimaryYes
2Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC)
CodeHLADALAIPrimaryNo
3Care Transitions Management (Hospital/SNF-to-Home)
CodeHSABAIACPrimaryNo
4Caregiver Support, Coaching & Training
CodeHLADALAGPrimaryNo
5Family Caregiver Coaching, Education & Support
CodeHSABAIAIPrimaryNo
NAICS code2 codes
  • Services for the Elderly and Persons with Disabilities624120
  • Other Individual and Family Services624190
SIC code2 codes
  • Services-Health Services8000
  • Services-Social Services8300
Product category
Care Navigation and Management Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model3 records
1Care Navigation Services
TypeProfessional Services
Description

One-on-one care navigation and care management services provided to individuals and families. Services include advocacy, care coordination, peace of mind consultations, plan of care development, and ongoing support. The company offers free and sliding scale services to clients with limited financial resources, subsidizing these through other revenue streams.

the-care-plan.com
2Care Development Services
TypeProfessional Services
Description

Organizational training, facilitation, and consulting services delivered to businesses, nonprofits, and corporations. Services include LGBTQ+ health training, older adult care training, workplace wellness, ethical entrepreneurship workshops, leadership development, trauma-informed organizational practices, executive coaching, strategic planning, and program design.

the-care-plan.com
3Subsidized Care Navigation
TypeManaged Services
Description

A portion of the company's revenue is used to subsidize care navigation resources for LGBTQ+ clients with limited financial means, demonstrating a cross-subsidy model where organizational services help fund individual client support.

the-care-plan.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Others
Pricing details1 tier
1Free and sliding scale care navigation for clients with limited financial resources
ModelHybridBilling cadencePay-as-you-go
Notes

The Care Plan is one of the only care navigation companies in the country to offer free and sliding scale services to clients with limited financial resources. This is part of their core values and commitment to equitable service delivery.

the-care-plan.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

The Care Plan provides one-on-one care navigation and care management services to LGBTQ+ individuals and families dealing with health and aging challenges, including intake calls, Peace of Mind Consultations, plan of care development, appointment assistance, caregiver management, and housing coordination. The company also delivers organizational training, facilitation, and consulting (Care Development) to nonprofits, corporations, and healthcare organizations on LGBTQ+ health, older adult care, workplace wellness, trauma-informed practices, and leadership development, offering free and sliding scale services to clients with limited financial resources.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • The Care Plan conducted close to 30 trainings and programs in the last year on LGBTQ cultural competency for healthcare providers.
Product overview1 text field

The Care Plan operates as a dual-product company offering two core service lines: Care Navigation (providing 1-on-1 care management services for individuals and families) and Care Development (providing organizational training, facilitation, and consulting services). The company also offers sub-products including Peace of Mind Consultations for comprehensive care planning, My Care Map as a roadmap tool for long-term health and aging, and Comparing Notes as an entrepreneur support group. Founded in 2015, The Care Plan is positioned as the country's first LGBTQ+ centered care management and care development company.

Product and service1 record
1Care Navigation
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership6 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Jacqueline Boyd, founder of The Care Plan, has consulted with SAGE, a national organization dedicated to advocating for LGBTQ+ older adults. She authored the guide 'Create Your Care Plan: An LGBT Person's Guide To Preparing For Medical Procedures' published through SAGE USA, and has contributed to SAGE's resource ecosystem for LGBTQ+ aging.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Jacqueline Boyd has consulted with AARP to enhance services offered to LGBTQ+ older adults, contributing her expertise in LGBTQ+ advocacy and care navigation to AARP's broader aging services mission.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Jacqueline Boyd consulted with Howard Brown Health Center on their patient navigation program, developing comprehensive one-on-one support services for patients and workshops. Her work strengthened the team's cohesion and confidence and set up the program for long-term sustainability. Howard Brown Health Center's Trans + Gender Non-Conforming Health Department was a client receiving ongoing consulting support.

Strategic tierMinorTypeStrategic or Co-development Partner
Description

Jacqueline Boyd has consulted with AIDS Foundation Chicago to enhance services offered to LGBTQ+ older adults, integrating care navigation expertise into the organization's programming.

5Local LGBTQ Centers
Strategic tierMinorTypeStrategic or Co-development Partner
Description

The Care Plan partners with local LGBTQ centers to recruit employees and learn about the needs of LGBTQ+ communities, as part of a broader strategy to build cultural competence and visibility within organizations serving this population.

the-care-plan.com
6SAGEConnect
Strategic tierMinorTypeStrategic or Co-development Partner
Description

The Care Plan refers clients to SAGEConnect, a program that connects volunteers with LGBTQ+ older adults for friendship and support, as part of the company's advocacy for LGBTQ+ elder wellness.

the-care-plan.com
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

The professional association representing the geriatric care management industry; its member firms are direct competitors offering private-pay care coordination, navigation, and advocacy services for older adults and families — the broader market in which The Care Plan operates.

TypeBroad incumbent
Description

National franchised home health and medical staffing provider serving older adults across the continuum of care; competes for the same organizational and family buyers with broader in-home clinical capability.

TypeBroad incumbent
Description

Large, well-capitalized home care platform offering in-home care, care navigation, and family support services to older adults; competes for organizational and family buyers in adjacent segments with materially more infrastructure.

TypeBroad incumbent
Description

Largest U.S. marketplace for finding caregivers for older adults and families; competes for the same family-caregiver buyer at scale, though primarily through a directory/matchmaking model rather than hands-on navigation.

TypeEmerging player
Description

Tech-enabled care concierge service helping families coordinate care for aging, disabled, and chronically ill loved ones — directly comparable to The Care Plan's family-facing care navigation value proposition but with a national, employer-sponsored distribution model.

TypeDirect peer
Description

Professional care management and in-home care provider offering dedicated Care Managers for older adults and families — a direct operational analog to The Care Plan's Care Navigation model at larger scale.

TypeBroad incumbent
Description

Tech-enabled companion care platform connecting older adults and families with vetted 'Papa Pals' for in-home support; serves the same older-adult demographic with a more scaled, payer/employer-funded model and represents the platform-based future The Care Plan has not built.

TypeDirect peer
Description

National senior care placement and care advisory service helping families navigate assisted living, memory care, and in-home care options — directly comparable to The Care Plan's care navigation and family decision-support offering.

TypeDirect peer
Description

Bay Area nonprofit providing housing, direct services, and community programs for LGBTQ+ seniors; shares The Care Plan's LGBTQ+ aging mission and operates comparable case management and referral services for the same target population.

TypeDirect peer
Description

The leading national advocacy and services organization for LGBTQ+ older adults; overlaps directly with The Care Plan on LGBTQ+ aging navigation, resource development, and policy advocacy — and is a strategic partner of founder Jacqueline Boyd.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Care Plan

Care Navigation and Management Servicesthe-care-plan.com

The Care Plan provides LGBTQ+ centered care navigation for individuals and families plus organizational training and consulting for nonprofits, healthcare providers, and corporations. Founded in 2015 in Chicago by Jacqueline Boyd, it is the country's first LGBTQ+ centered care management company.

What The Care Plan does

The Care Plan is a Chicago-based, founder-led care management and care development company founded in 2015 by Jacqueline Boyd. It is positioned as the country's first LGBTQ+ centered care management and care development company, delivering one-on-one care navigation services to individuals and families navigating health and aging challenges, with particular attention to LGBTQ+ clients facing discrimination or invisibility in mainstream systems. Core services include intake calls, Peace of Mind Consultations, plan of care development, ongoing care coordination, and free or sliding scale access for clients with limited financial resources.

A second service line, Care Development, delivers organizational training, facilitation, and consulting to nonprofits, healthcare providers, and corporate clients, covering LGBTQ+ cultural competency training, workplace wellness, trauma-informed practices, leadership development, executive coaching, strategic planning, and program design. The business model is professional services on a quote-based, hybrid (free/sliding scale to organizational contracts) pricing model, with a cross-subsidy mechanism in which organizational revenue funds subsidized individual care navigation. The company has no proprietary technology platform, software, or AI/ML components — service delivery is human-led by a small multi-generational, interdisciplinary team (nursing, social work, occupational therapy backgrounds) operating nationally from a Chicago PO Box via phone, email, website, and hosted community events.

The go-to-market is community-led: customer acquisition relies on founder-driven referrals from LGBTQ+ and aging advocacy networks, speaking engagements at national conferences, active content distribution (blog, weekly YouTube, Instagram, newsletter, hosted events like 'Empowered Caregiving' and 'South Side Swell'), and direct outreach. Documented organizational engagements include AARP, SAGE USA, Howard Brown Health Center, and AIDS Foundation Chicago. The Care Plan is privately held with no institutional investors, funding rounds, or subsidiary structure.

The Care Plan firmographics

Firmographics
Name
The Care Plan
Legal name
The Care Plan
Website
https://the-care-plan.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
1–10 employees
Short description
The Care Plan provides LGBTQ+ centered care navigation for individuals and families plus organizational training and consulting for nonprofits, healthcare providers, and corporations. Founded in 2015 in Chicago by Jacqueline Boyd, it is the country's first LGBTQ+ centered care management company.
Ownership category
akta.pro rank

The Care Plan industry classification

Industry
Product category
Care Navigation and Management Services
NAICS
Services for the Elderly and Persons with Disabilities (624120), Other Individual and Family Services (624190)
SIC
Services-Health Services (8000), Services-Social Services (8300)
akta.pro primary industry
Care Coordination & Navigation (Multi-Provider) (HLADALAB)
akta.pro secondary industries
Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI), Care Transitions Management (Hospital/SNF-to-Home) (HSABAIAC), Caregiver Support, Coaching & Training (HLADALAG), Family Caregiver Coaching, Education & Support (HSABAIAI)

Keywords

  • Care navigation services
  • LGBTQ+ aging support
  • Care management consulting
  • Trauma-informed training
  • Organizational wellness consulting

Where The Care Plan is headquartered

Location

Headquarters

HQ city
Arlington Heights
HQ country
United States
HQ region
North America

Offices1 record

Markets served

The Care Plan business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

Revenue model

  1. Care Navigation Services: One-on-one care navigation and care management services provided to individuals and families. Services include advocacy, care coordination, peace of mind consultations, plan of care development, and ongoing support. The company offers free and sliding scale services to clients with limited financial resources, subsidizing these through other revenue streams.
  2. Care Development Services: Organizational training, facilitation, and consulting services delivered to businesses, nonprofits, and corporations. Services include LGBTQ+ health training, older adult care training, workplace wellness, ethical entrepreneurship workshops, leadership development, trauma-informed organizational practices, executive coaching, strategic planning, and program design.
  3. Subsidized Care Navigation: A portion of the company's revenue is used to subsidize care navigation resources for LGBTQ+ clients with limited financial means, demonstrating a cross-subsidy model where organizational services help fund individual client support.

Pricing tiers

ModelBillingPrice
HybridPay-as-you-goFree and sliding scale care navigation for clients with limited financial resources

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

The Care Plan product offering

Product offering

Core offering

The Care Plan provides one-on-one care navigation and care management services to LGBTQ+ individuals and families dealing with health and aging challenges, including intake calls, Peace of Mind Consultations, plan of care development, appointment assistance, caregiver management, and housing coordination. The company also delivers organizational training, facilitation, and consulting (Care Development) to nonprofits, corporations, and healthcare organizations on LGBTQ+ health, older adult care, workplace wellness, trauma-informed practices, and leadership development, offering free and sliding scale services to clients with limited financial resources.

Product overview

The Care Plan operates as a dual-product company offering two core service lines: Care Navigation (providing 1-on-1 care management services for individuals and families) and Care Development (providing organizational training, facilitation, and consulting services). The company also offers sub-products including Peace of Mind Consultations for comprehensive care planning, My Care Map as a roadmap tool for long-term health and aging, and Comparing Notes as an entrepreneur support group. Founded in 2015, The Care Plan is positioned as the country's first LGBTQ+ centered care management and care development company.

Differentiator

Problem solved

Functional benefit

Products and services

  • Care Navigation

Quantifiable outcome

  • The Care Plan conducted close to 30 trainings and programs in the last year on LGBTQ cultural competency for healthcare providers.

Companies that use The Care Plan

Customer profile

Named customers2 records

Segments4 records

Ideal customer profiles4 records

The Care Plan technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

The Care Plan partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core and minor.

  • SAGE (SAGE USA)coreStrategic or Co-development PartnerJacqueline Boyd, founder of The Care Plan, has consulted with SAGE, a national organization dedicated to advocating for LGBTQ+ older adults. She authored the guide 'Create Your Care Plan: An LGBT Person's Guide To Preparing For Medical Procedures' published through SAGE USA, and has contributed to SAGE's resource ecosystem for LGBTQ+ aging.
  • AARPcoreStrategic or Co-development PartnerJacqueline Boyd has consulted with AARP to enhance services offered to LGBTQ+ older adults, contributing her expertise in LGBTQ+ advocacy and care navigation to AARP's broader aging services mission.
  • Howard Brown Health CentercoreStrategic or Co-development PartnerJacqueline Boyd consulted with Howard Brown Health Center on their patient navigation program, developing comprehensive one-on-one support services for patients and workshops. Her work strengthened the team's cohesion and confidence and set up the program for long-term sustainability. Howard Brown Health Center's Trans + Gender Non-Conforming Health Department was a client receiving ongoing consulting support.
  • AIDS Foundation ChicagominorStrategic or Co-development PartnerJacqueline Boyd has consulted with AIDS Foundation Chicago to enhance services offered to LGBTQ+ older adults, integrating care navigation expertise into the organization's programming.
  • Local LGBTQ CentersminorStrategic or Co-development PartnerThe Care Plan partners with local LGBTQ centers to recruit employees and learn about the needs of LGBTQ+ communities, as part of a broader strategy to build cultural competence and visibility within organizations serving this population.
  • SAGEConnectminorStrategic or Co-development PartnerThe Care Plan refers clients to SAGEConnect, a program that connects volunteers with LGBTQ+ older adults for friendship and support, as part of the company's advocacy for LGBTQ+ elder wellness.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

The Care Plan competitors and assessment

Company assessment

Broad incumbents

  • Aging Life Care Association: The professional association representing the geriatric care management industry; its member firms are direct competitors offering private-pay care coordination, navigation, and advocacy services for older adults and families — the broader market in which The Care Plan operates.
  • BrightStar Care: National franchised home health and medical staffing provider serving older adults across the continuum of care; competes for the same organizational and family buyers with broader in-home clinical capability.
  • Honor Technology: Large, well-capitalized home care platform offering in-home care, care navigation, and family support services to older adults; competes for organizational and family buyers in adjacent segments with materially more infrastructure.
  • Care.com: Largest U.S. marketplace for finding caregivers for older adults and families; competes for the same family-caregiver buyer at scale, though primarily through a directory/matchmaking model rather than hands-on navigation.
  • Papa: Tech-enabled companion care platform connecting older adults and families with vetted 'Papa Pals' for in-home support; serves the same older-adult demographic with a more scaled, payer/employer-funded model and represents the platform-based future The Care Plan has not built.

Emerging players

  • Wellthy: Tech-enabled care concierge service helping families coordinate care for aging, disabled, and chronically ill loved ones — directly comparable to The Care Plan's family-facing care navigation value proposition but with a national, employer-sponsored distribution model.

Direct peers

  • Arosa: Professional care management and in-home care provider offering dedicated Care Managers for older adults and families — a direct operational analog to The Care Plan's Care Navigation model at larger scale.
  • CarePatrol: National senior care placement and care advisory service helping families navigate assisted living, memory care, and in-home care options — directly comparable to The Care Plan's care navigation and family decision-support offering.
  • Openhouse: Bay Area nonprofit providing housing, direct services, and community programs for LGBTQ+ seniors; shares The Care Plan's LGBTQ+ aging mission and operates comparable case management and referral services for the same target population.
  • SAGE (Services & Advocacy for GLBT Elders): The leading national advocacy and services organization for LGBTQ+ older adults; overlaps directly with The Care Plan on LGBTQ+ aging navigation, resource development, and policy advocacy — and is a strategic partner of founder Jacqueline Boyd.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

The Care Plan social profiles

Digital presence

The Care Plan financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Care Plan leadership team

Management profile

Number of profiles

Profiles4 records

The Care Plan funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Care Plan M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Care Plan

What does The Care Plan do?

The Care Plan provides one-on-one care navigation and care management services to LGBTQ+ individuals and families dealing with health and aging challenges, including intake calls, Peace of Mind Consultations, plan of care development, appointment assistance, caregiver management, and housing coordination. The company also delivers organizational training, facilitation, and consulting (Care Development) to nonprofits, corporations, and healthcare organizations on LGBTQ+ health, older adult care, workplace wellness, trauma-informed practices, and leadership development, offering free and sliding scale services to clients with limited financial resources.

Is The Care Plan a public or private company?

The Care Plan is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was The Care Plan founded?

The Care Plan was founded in 2015. It employs 1 to 10 people.

Where is The Care Plan based?

The Care Plan is headquartered in Arlington Heights, United States, in the North America region.

How does The Care Plan make money?

Three revenue lines are on record. Care Navigation Services are the primary driver. The others are care Development Services and subsidized Care Navigation.

Who are The Care Plan's main competitors?

Broad incumbents on record are Aging Life Care Association, BrightStar Care, Honor Technology, Care.com and Papa. Wellthy is listed as an emerging player. Direct peers are Arosa, CarePatrol, Openhouse and SAGE (Services & Advocacy for GLBT Elders).

Does The Care Plan have an API?

No public API is recorded for The Care Plan.

What industry is The Care Plan in?

The Care Plan's product category is Care Navigation and Management Services. Its primary akta.pro industry code is HLADALAB, Care Coordination & Navigation (Multi-Provider), with a secondary code of HLADALAI, Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC). Its NAICS code is 624120 and its SIC code is 8000.

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