Getting Started

Complimentary Consultation

Sage Advisory begins with an initial 30-minute complimentary consultation, by phone or virtual meeting, designed to understand the nature of the situation and determine whether working together would be a helpful next step. From there, Sage Advisory will recommend an appropriate path forward, which may include a comprehensive consultation, support focused on a specific issue, or guidance toward other resources as needed.

Comprehensive Consultation

When individuals choose to move forward, Sage Advisory typically begins with a more in-depth consultation. The purpose of this conversation is to build a clear picture of the client’s healthcare landscape, which may include current conditions, medications, care teams, caregivers, involved family members, and any existing challenges or pain points. This initial orientation allows Sage to understand not only the logistics of care, but also what matters most to the client.

Next Steps

Following the Comprehensive Consultation, Sage Advisory reviews information and identifies areas where services would be most helpful. Clients receive a summary of observations and suggested next steps, which may range from addressing a specific request to engaging in a more comprehensive effort to map care logistics and support coordination across providers, caregivers, and family members. Depending on the scope of work, this phase may include identifying priorities, outlining recommended actions, and clarifying what information or authorizations may be needed to move forward effectively.