Services
Compassionate Guidance. Personalized Support. A Clear Path Forward.
Every healthcare journey is unique. Whether you're navigating a new diagnosis, supporting a loved one, preparing for long-term care, or trying to understand your healthcare options, Sunshine Patient Advocacy provides personalized guidance tailored to your needs.
Begin With a Free Consultation
Every new client begins with a complimentary 30-minute consultation.
We'll discuss your needs, determine whether advocacy is a good fit, and review recommended services and pricing before any paid work is scheduled.
Free Initial Consultation
30 Minutes | Complimentary
A no-obligation conversation designed to learn about your situation and determine how I may be able to help.
During this consultation, we'll:
Discuss your current situation and concerns
Answer initial questions
Determine whether patient advocacy services are appropriate
Recommend the services that best fit your needs
Review next steps and pricing
Sunshine Navigation Plan
Starting at $195
For individuals and families who need a clear, personalized roadmap for what to do next.
You'll receive:
A comprehensive review of your situation
Answers to your healthcare and benefits questions
Personalized recommendations
A customized roadmap with clear next steps and priorities
A personalized written Navigation Plan to guide your next steps
Resources tailored to your specific needs
Your completed Navigation Plan is delivered to you in writing so you can work through the recommendations at your own pace.
Sunshine Navigation Plan Plus
For more complex situations, Sunshine Navigation Plan Plus includes your personalized Navigation Plan along with dedicated follow-up support.
Plus includes:
A 45-minute follow-up meeting
One week of limited email support
Help working through questions that come up as you begin the plan
Clarification of recommended next steps and resources
Additional guidance based on the complexity of your situation
Support prioritizing what to tackle first
Personalized follow-up based on your needs
Pricing for Sunshine Navigation Plan Plus is customized based on the complexity of your situation and the level of support needed.
Urgent Advocacy Services
When unexpected healthcare situations arise, timely guidance can make all the difference. Expedited advocacy services may be available for urgent, time-sensitive situations.
Examples include:
Unexpected hospitalization
Hospital discharge concerns
Long-term care placement needs
Urgent healthcare decisions
Time-sensitive insurance or care coordination issues
Pricing: Customized based on the urgency and complexity of your situation. Expedited services may include an urgency fee.
Availability is limited and based on scheduling.
Medical Binder Organization
Available Now — Digital Download
A professionally organized medical binder designed to help individuals and caregivers keep important healthcare information in one convenient place.
Included Features
Medical history summary
Medication list
Provider directory
Appointment tracker
Hospitalization records
Insurance information
Emergency contacts
Important healthcare documents
Ready to Order Your Binder?
Digital download • $19
Stop searching through portal messages and loose papers. Take back control of your healthcare with a complete, advocate-designed system.
COMPLETE THE SUNSHINE ORGANIZATION SYSTEM — $24.99
Prefer the complete system? Get the digital Sunshine Medical Organizer Binder and the printed Sunshine Appointment Navigation Notebook together in the Sunshine Organization Bundle. No discount code needed, and shipping is included.
When you or a loved one are navigating a complex medical journey, staying organized is not just about neatness. It can support clearer communication and more confident decisions.
Designed by a Board Certified Patient Advocate, the Sunshine Medical Organizer gives you one organized place to track the details that matter. Fill it out on your computer or tablet, or print the pages you need for a physical three-ring binder. This 38-page system helps keep critical information within reach during appointments, phone calls, emergencies, and care transitions.
WHAT'S INCLUDED IN YOUR DOWNLOAD
Emergency & Urgent Information
Keep preferred hospitals, emergency contacts, critical allergies, diagnoses, precautions, and crisis instructions easy to find.
Medication & Health Trackers
Track prescriptions, over-the-counter medications, vitamins, supplements, symptoms, pain, vital signs, glucose, and other health goals.
Legal & Support Team Checklists
Organize information about powers of attorney, advance directives, HIPAA releases, decision-makers, caregivers, and care team contacts.
Care Coordination & Appointment Logs
Document calls, portal messages, referrals, test results, questions, decisions, and next steps.
WHY YOU'LL LOVE IT
Fillable & Printable
Complete it electronically or print and write by hand. Reprint repeatable pages whenever you need them.
Use Only What Helps
You do not have to print all 38 pages. Choose the sections that fit your situation and add more as your needs change.
One-Time Purchase
Buy it once and use it indefinitely for your personal or household care needs.
Advocate-Designed
Thoughtfully structured by a Board Certified Patient Advocate to help you find information quickly without unnecessary clutter.
Bring this organizer to appointments, phone calls, and care transitions. Advocate with greater confidence knowing the information you need is right in front of you.
Instant Digital Download • PDF Format • Fillable & Printable
For personal use only. This organizational resource does not provide medical, legal, insurance, or emergency advice.