The Comprehensive Care Advocacy Assessment

One clear plan. In writing. In your hands.

You come to me with disjointed medical records, and I take time to hear your story. I bring it together into one clear, actionable plan, so you leave with a finished care plan and a printed binder, organizing every diagnosis, medication, provider, and next step in one place.

The Full Picture. One Clear Plan.

Before
Before a Comprehensive Assessment: scattered records, medications, providers, unanswered questions, and unexplained symptoms.
After
After a Comprehensive Assessment: an organized eight-part Care Plan wheel with a clear medication plan, reviewed results, actionable next steps, and coordinated communication.

Organized into your Care Plan & Binder — actionable steps toward better health.

$1,200, one time · In-person in Marin County & Petaluma, or virtual anywhere

Begin the Comprehensive Assessment →

How it works

Three steps, start to finish

  1. Step 1

    Intake Visit

    An hour-long visit where we talk through what's happening: diagnoses, providers, medications, what's working and what isn't.

  2. Step 2

    Full Chart Review

    I review your complete medical record, cross-check provider notes and test results, and build a clear picture of what's actually going on.

  3. Step 3

    Follow-Up Review Meeting

    A full, hour-long review where we walk through your finished care plan and binder together, in plain language, so you and your family know exactly what to do next.

Who it's for

Anyone managing a complex or evolving medical situation — an aging parent, a new diagnosis, unexplained symptoms with no diagnosis yet, multiple specialists, a recent hospitalization.

Ready for one clear plan?

We'll start with a complimentary discovery call to make sure this is the right next step for your situation.

Begin the Comprehensive Assessment

Already a client? A focused $800 Recheck / Reassessment Package revisits your plan as things change — a prep call, an hour-long visit, and a fresh chart deep dive. Recommended every 3, 6, or 12 months depending on complexity.