Healthcare Decisions Are Too Important to Navigate Alone.
70% of older adults who require a medical decision in their final days lack the capacity to make that decision themselves.
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WE CAN HELP
Advance care planning is a process that enables individuals to make plans about their future health care. Advance care plans
provide direction to healthcare professionals when a person is not in a position to make and/or communicate their own
healthcare choices.
Advance Care Planning Will:
Help ensure that patients receive care that is consistent with their preferences
Increase the probability that patients with life-limiting illnesses can die in their preferred place, such as their home
Reduce the decisional burden of families as to whether they are making decisions that are consistent with the
preferences of a loved one
Improve the bereavement experience of families by reducing stress, anxiety, and depression after a loved one’s death
Meet Advance Care Planning Help
Advance Care Planning provides personalized healthcare planning and real-time advocacy so you never have to navigate medical decisions alone. We combine:
Healthcare expertise
Family decision support
On-call medical advocacy
Our goal is simple:
Give you clarity, confidence, and peace of mind when healthcare decisions matter most.
Some things are hard to think about, and even harder to talk about. We can help.
Plan for what is difficult while it is easy.
Most people don’t realize how confusing healthcare decisions can become until a crisis happens. Suddenly families are trying to understand:
Complex medical terminology
Treatment options and risks
Hospital systems and procedures
Legal healthcare documents
What their loved one actually wanted
Our experts have decades of experience caring for patients and their family members who are navigating serious illness and end-of-life care. They know first hand how documents are interpreted in the hospital during a medical crisis, and they know just how to craft documents that will be understandable and useful for medical professionals and loved ones.
Your guide is a skilled communicator who is an expert in serious illness management and end of life care. You can choose to meet alone with your guide, or invite a loved one to share in the conversation.
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I’m a senior sales leader with 30 years of experience managing sales teams and owning revenue. I currently oversee more than $150M in annual revenue and have led teams to top-ranked performance year after year.
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Hands-on leadership. Real accountability. Consistent results.
Who Can Benefit:
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How it Works
A Simple Process Designed to Remove Stress
Step 1
Personalized Planning Session
Meet one-on-one with a healthcare expert to clarify your healthcare preferences and values.
We guide you through real-world medical scenarios so you can make informed decisions about future care.
Step 2
Professionally Prepared Documents
We create fully drafted healthcare planning documents including:
Advance directives
Healthcare proxy designation
Care preference documentation
Everything is delivered directly to you, ready to use and easy to share with family and providers.
Step 3
On-Call Medical Advocacy
When a loved one is hospitalized or facing a serious diagnosis, you can call us for guidance.
We help you:
Understand medical information
Prepare questions for doctors
Evaluate treatment options
Navigate hospital systems
Advocate for your loved one
It’s like having a healthcare expert on your side when it matters most.
Step 4
Lock in Transparent, Future-Proof Pricing
Within days, you'll receive a clear, side-by-side breakdown of your current costs vs. best-in-class pricing — across all fee layers (asset-based, flat, per-participant).
Step 5
Sleep Better at Night
You've eliminated hidden fees, fulfilled your fiduciary duty, and empowered your employees — without having to switch advisors (unless you want to).
Step 1:
Request Your Free Benchmark
We collect a few plan details (assets, fees, participant count, etc.) to generate an audit-ready benchmarking report that fulfills your Department of Labor requirement.
Step 2:
Receive Your
Audit-Ready Report
Within days, you'll receive a clear, side-by-side breakdown of your current costs vs. best-in-class pricing — across all fee layers (asset-based, flat, per-participant).
Step 3:
Choose Your
Refinance Path
DIY: Use the report to renegotiate with your provider
Done-for-You: We renegotiate for a flat $5,000 — and if we don’t save you 3x or more, we adjust the fee
Full Overhaul: Upgrade plan design, provider, and advisor with us as your 3(21) or 3(38) fiduciary
Step 4:
Lock in Transparent,
Future-Proof Pricing
Once refinanced, we certify your new setup — giving you ongoing fee oversight and participant education tools if retained.
Choose the Level of Support That Fits Your Needs
One-time Advance Care Planning
Perfect for individuals and couples planning ahead
$597 (One Time)
A detailed phone conversation with a healthcare expert about your goals and values
A summary letter with details about the conversation
Completed Advance Care Planning documents ready for your review and signature
Information about additional documents to discuss with your healthcare provider
A checklist to keep your tasks on track
A folder to keep your documents organized and findable in an emergency
A guided one-on-one session to clarify your healthcare preferences and create legally usable healthcare planning documents.
Medical Advocacy
Ideal for aging parents or loved ones with complex health conditions.
$69/month
(2) 30 min calls with a health care planning expert
Medical decision guidance
Help preparing questions for doctors
Hospital and treatment navigation
Ongoing access to healthcare decision support when you need it most.
Not sure which one to choose?
TESTIMONIALS
Families Deserve Support During Medical Crises
"Having someone help us understand the medical options made an incredibly stressful situation manageable." - Mark T.
"Finally someone explained healthcare directives in a way that actually made sense." - Rachel S.
"This service gave our family peace of mind we didn't know we needed." - Danielle M.
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Frequently Asked Questions
What can you expect during a session?
- A detailed phone conversation with a healthcare expert about your goals and values
- A summary letter with details about the conversation
- Completed Advance Care Planning documents ready for your review and signature
- Information about additional documents to discuss with your healthcare provider
- A checklist to keep your tasks on track
- A folder to keep your documents organized and findable in an emergency
Why do I need a living will/Advance Directive?
You want your wishes to be recorded in writing, not left to others' discretion. Your loved ones will be under
duress and may not remember - or agree with - what you wish to take place. A living will spare your family the
heartache of guessing what to do and protects you from receiving more medical care than you want, such as
ventilator support or IV feeding for long periods of time.
What may be included in Advance Care Planning documents?
Designation of a Health Care Agent/Durable Medical Power of Attorney:
Your health care agent is a person appointed to make decisions regarding your medical care and the health care proxy is the
document that empowers them to act on your behalf. Your health care agent can also provide insight about your wishes in a
situation not specifically addressed in your living will. The health care agent and proxy do not become effective until your
doctor declares you medically unable to understand the consequences of care or unable to communicate.
Living Will/Advance Directive:
A living will is a legal document that informs doctors and medical caregivers what medical care you want if you are unable to
communicate due to an accident, severe illness, dementia or coma. It also guides your family to make decisions about
sustaining your quality of life that you would agree with. For example, it can specify if you want pain medication, to die at
home or in a hospital, and when to cease heroic efforts to keep you alive.
Supplements to the Living Will/Advance Directive:
State Advance Directive documents can be quite generalized. You are an individual with specific ideas and personal
circumstances. A supplement to the Advance Directive document will ensure that loved ones and medical professionals are
aware of your personal goals and values.
A POLST/COLST/DNR form:
Sometimes people choose to put limitations in place on the type of medical care they would want to receive in an emergency.
These documents are reviewed and signed by your medical provider, and act as out-of-hospital orders for your care.
I’ve already done this with my lawyer.
Great! Congratulations on taking an important step toward making sure you get the best possible care when you are unable to communicate. At Vantage, we know from experience that lawyer-generated Advance Directives are often vague and difficult for medical personnel and family to translate into an actual plan. Your Advance Care Planning Help Guide will craft a document that is easy to follow and usable in a crisis, increasing the chances that your wishes are honored.
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Get Peace of Mind Before a Crisis Happens
Healthcare decisions will eventually need to be made.
The question is whether your family will face them alone — or with clear guidance and expert support.
Start planning today.
