A clinical complement to your practice.
I serve as a specialized resource for professionals whose clients are navigating complex medical crises. I handle the clinical translation, so you can focus on what you do best.
For Estate Attorneys & Wealth Advisors
When a high-net-worth client receives a serious diagnosis during the planning process, legal and financial decisions suddenly become urgent. Families are overwhelmed, and there is rarely anyone translating the medical side of the equation.
How I help: I step in to manage medical record review, second opinions, and care coordination. Your clients receive the same level of expert guidance for their health that they expect from you financially.
For Concierge & DPC Physicians
Your model is built on doing more for your patients. But there are limits to what any one physician can provide when a patient enters active cancer treatment or gets caught in a complex specialist referral chain.
How I help: I am a complement, not a competitor. I navigate everything outside your lane, including attending specialist appointments and facilitating major center second opinions, so your patients come back to you more informed.
Practice & Integration Details
Clear boundaries and clinical integrity are the foundation of my referrals.
Clinical Scope & Liability
I am clear with every client: I do not provide medical treatment, and I do not diagnose. I provide informed guidance, clinical translation, and coordination. I carry professional liability coverage, and clients sign an agreement that clearly defines my role as an advocate, not a treating clinician.
Advocacy vs. Social Work
Hospital social workers are incredible, but they primarily focus on psychosocial support and insurance navigation for dozens of patients simultaneously. I provide dedicated clinical expertise: reading pathology reports, understanding staging criteria, and communicating peer-to-peer with physicians.
Referral Fee Policy
Integrity is critical to both of our practices. I do not pay or receive referral fees. My goal is to be genuinely useful to any client you send my way, ensuring they know you connected them to someone who helped.
Let's connect.
I'd love to schedule a brief 15-minute introduction to understand your practice and see if there is a mutual fit for future client needs.
Request an Introduction