Our Five Phase Model

Intake & Stabilization

We execute a rapid assessment of your urgent emotional and logistical landscape to stop the stress of immediate tasks.

Immediate Triage Actions

Execution of time-sensitive protections, including taking precautions against identity theft and dispatching standardized legal notifications.

Administrative & Medical Tasks

Sorting through complex documents, establishing medical navigation paths, managing care transitions, and preparing families for the potential realities of the end-of-life process.

Financial & Claims Resolution

Focused insurance policy education, medical billing review, asset tracking, and final estate billing resolution.

Structural Closeout

Compiling the final administrative archive and successfully transitioning the family into long-term functional stability.

Our Services

  • Guidance through major life events, helping families identify priorities, organize information, and understand available resources.

  • Education, planning assistance, resource identification, and practical support for family caregivers.

  • Helping clients understand diagnoses, organize information, prepare questions, coordinate resources, and navigate healthcare systems.

  • Preparation, education, documentation organization, and guidance regarding end-of-life decision-making.

  • Support with documentation, notifications, benefits coordination, account management, and administrative responsibilities following a death.

  • Guidance on reducing fraud risk, protecting identities after death, and managing administrative obligations.

  • Downloadable toolkits and guides to reduce overwhelm and ensure nothing is left to guesswork

Investment & Support Options

Navigating complex healthcare systems, insurance claims, disability benefits, and major life transitions can feel overwhelming and costly. At Piece by Piece Guidance, we provide clear, compassionate advocacy and step-by-step direction to help you make informed decisions with total confidence.

Trying to untangle bureaucracy on your own often leads to costly missteps and endless hours spent on hold. Working with an experienced guide pays for itself:

  • Avoid Expensive Mistakes: We help you prevent costly coverage gaps, improper benefit filings, and unexpected out-of-pocket medical expenses.

  • Reclaim Your Time: Skip the frustration of navigating confusing insurance portals and red tape. We streamline the process so you can focus on what matters most - spending time with your loved ones.

  • Maximize Your Benefits: We make sure you fully utilize the healthcare, insurance, and community resources you are entitled to receive.

Pricing & Monthly Plans

Flexible Hourly Guidance: $250 / hour

Ideal for focused consultations, single-issue navigation, or immediate clarity when unexpected decisions arise. Get dedicated expert support to unpack complicated documentation, understand your options, and establish your next steps.

  • Best for specific problem-solving such as reviewing benefit claims, resolving billing issues, or organizing immediate healthcare documentation

  • Book support as needed, with no long-term commitment required.

Monthly Retainer: $2,500 / month for up to 15 hours of support

Our most comprehensive option for those navigating prolonged healthcare journeys, serious illnesses, or multi-step life transitions. Having dedicated guidance month-to-month ensures proactive organization, steady communication support, and consistent peace of mind.

  • Best for ongoing family advocacy, complex care coordination, and continuous benefit navigation.

  • Save over 30% per hour compared to standard hourly rates.

  • Predictable monthly budgeting.

  • Priority access and steady momentum through overwhelming processes.

Ready to Get Started?

Send us a note and let’s talk it through together.