Process

Our Step-by-Step Process

  • Step #1 Discovery Call

    We begin with a complimentary 15–30 minute phone call to understand your needs, concerns, and goals. This call helps us determine if advocacy services are the right fit and how I can best support you.

  • Step #2 Intake and Consent

    If we move forward, I’ll provide you with a Comprehensive Patient Intake Form and a Service Agreement/Consent Form. These help me gather essential medical, logistical, and personal information to serve you effectively.

  • Step #3 Custom Advocacy Plan

    After reviewing your intake form, I will identify priorities and challenges, create a customized advocacy plan with next steps, schedule any needed meetings or appointment support, and set communication preferences (calls, email, in-person visits, etc.)

  • Step #4 Ongoing Advocacy

    Services based on your needs: may include accompanying you to medical appointments, coordinating care between doctors, managing medications, explaining treatments, resolving billing or insurance issues, or advocating during hospital stays.

  • Step #5 Continued Guidance

    Health needs evolve, and so does our plan. We will check in regularly to assess progress, adjust goals or services as needed, and provide continued resources and guidance.

Flexible Pricing

  • Perfect for one-time issues or short-term guidance.

  • Save when you purchase multiple sessions up front.

    • 1-Session Package
      For quick help or single-issue support (e.g., preparing for a medical appointment or reviewing medications).

    • 3-Session Package
      Best for short-term follow-up, care transitions, or developing a personalized care plan.

    • 5-Session Package
      Great for ongoing coordination, medication management, or continuous support for complex needs.

  • Designed for clients needing steady guidance and access throughout the month.

    • Includes up to 6 hours of support, with flexible scheduling and priority access. Additional time available at the regular hourly rate.

  • Covers a single, focused session (about an hour) to review your medical history, discuss challenges, and outline next steps.

    This fee can be credited toward a package if you choose to continue.