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Financial Consultation Meeting

Our Services

Memberships

Waypoint Essentials
Perfect for seniors who live independently or adult children who want occasional guidance. 
  • Unlimited email support with 24-hour response
  • Medication and appointment review 
  • Help understanding medical bills or insurance notices
  • Referrals to community resources
  • One 30-min phone consultation per month
  • Quarterly care check-in

$99/Month

Waypoint Plus
  • All services in Waypoint Essentials plan
  • Hospital discharge follow-up
  • Active care coordination between medical providers 
  • Appointment preperation
  • Care plan updates
  • Medicare and insurance guidance
  • Family Conference calls

$249/Month

Ideal for clients with chronic conditions or frequent medical appointments.
Waypoint Concierge
For clients needing high-touch support.
  • Unlimited phone and email access during business hours.
  • Attendance at medical appointments (Virtual or in person)
  • Coordination with physicians, specialists, therapists, home health.
  • Medication reconciliation
  • Hospital and rehab transition support
  • Emergency care planning
  • Family Conference calls 
  • Priority scheduling.

$499/Month

Waypoint Family
Peace of Mind for adult children or relatives needing to stay updated on their loved ones care.
  • Monthly wellness check-in with their parent or loved one.
  • A summary after each check in
  • Coordination of appointments when needed
  • Medication Review
  • Email and phone calls during business hours.​

$199/Month

Standalone Support Solutions

Initial Comprehensive Assessment

A detailed evaluation of physical, cognitive, and social needs to create a tailored care roadmap.

$200

Hospital Discharge Package

Coordination of post-hospitalization care, medication review, and home safety checks for a smooth recovery.

$350

Medicare Review

Professional guidance to help you navigate open enrollment and select the most appropriate plan for your needs.

$150

Medical Appointment Companion

virtual or in person (additional mileage charges may apply)

Advocacy and support during medical visits to ensure your questions are answered and next steps clearly understood.

$150–250

Family Strategy Consultation

A collaborative session for families to discuss care options, alignment, and long-term navigation plans.

$175

Insurance & Billing Advocacy

Assistance understanding complex medical bills, resolving insurance disputes, and maximizing coverage benefits.

$125/hr

Urgent Care Transition Support

Rapid assistance during unexpected medical crises to coordinate transitions between care settings.

$450

We welcome Visa, Mastercard, American Express, and Discover, alongside checks and cash payments.

Note that Waypoint does not take insurance.

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