Healthcare Decisions Are Too Important to Navigate Alone.

Personalized healthcare planning and on-call medical advocacy to help families make confident decisions before and during medical crises.

Kacey Boyle has been a nurse for over seventeen years and has cared for patients and families in various settings. She spent many years working in a busy level one trauma center where she realized how detailed advance care plans can be invaluable for families during a crisis.

5 rating • 10+ reviews

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When Healthcare Decisions Get Complicated, Families Are Left Alone

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

Doctors provide medical care — but they often don’t have the time to guide families through the decision-making process.

Legal websites provide documents — but they can’t help you understand the real-life medical scenarios behind them.

This leaves families overwhelmed, uncertain, and often making critical decisions without support.

Meet Advance Care Planning

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.

Hi, I’m Jason Finnegan

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.

I work directly with founders and small sales teams to take ownership of sales execution, running meetings, coaching reps, and creating accountability without the need for a full-time Head of Sales.

Hands-on leadership. Real accountability. Consistent results.

WHO THIS IS FOR

This Service Is Designed For:

Adults Planning for Future Healthcare

People who want to make sure their healthcare wishes are clearly documented and understood.

Families Caring for Aging Parents

Caregivers who want support navigating medical decisions and hospital systems.

Anyone Who Wants Peace of Mind

People who want to remove uncertainty and protect their family from difficult decision-making during a crisis.

Got questions?

Listen to our Podcast

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How it Works

Simple. Structured. Designed to put sales under control.

Step 1

Book a Free Call to Get More Information

Once we are onboard, Jason will:

Establish expectations, cadence, and priorities
Set 2 one-hour sessions per week
Involve your Founder, CEO, or COO (will decide together)
Allocate his time for strategy, pipeline review, or materials Jason should review

Step 2

Choose Your Frequency of Help Needed

Option 1 — Weekly Sales Leadership

$997 per month
One 30–50 min sales meeting per week
Up to 3 salespeople
Founder or CEO may attend

Option 2 — Bi-Weekly Sales Leadership

$1,497 per month
Two 30–50 min sales meetings per week
Up to 3 salespeople
Founder or COO may attend

Step 3

We Run Your Sales to Increase Revenue

Lead structured sales meetings
Review pipeline and deal strategy
Coach reps in real time
Enforce standards and accountability
Provide clear next steps after every meeting

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.

We will handle sales so you can generate revenue quicker.

Fractional Sales Team Leadership

Choose Your Plan

Weekly Sales Team Leadership

$997/month

One 30–50 minute sales team meeting per week
Up to 3 salespeople
Pipeline review and deal strategy
Real-time rep coaching
Enforcement of your sales process
Founder or CEO may attend

Choose Help Once a WeekLight Cadence for Basic Help

One-time onboarding fee of $497 required for all new engagements
Includes two 60-minute alignment sessions with Jason.

Bi-Weekly Sales Team Leadership

$1,497/month

Two 30–50 minute sales team meetings per week
Up to 3 salespeople
Deeper pipeline management
Faster coaching and correction
Stronger execution discipline
Founder or COO may attend

Choose Help Twice a WeekFaster, More Focused Results

One-time onboarding fee of $497 required for all new engagements
Includes two 60-minute alignment sessions with Jason.

Not sure which one to choose?

Optional Add On Services

Need deeper hands on support? These add ons allow you to strengthen individual performance, accelerate onboarding, and sharpen your sales systems without expanding your leadership overhead.

One on One Sales Coaching

Direct coaching for individual sales reps who need targeted development.

Personalized skill assessment and feedback
Call review and performance improvement
Accountability and execution support

$247 per hour.

New Sales Rep Onboarding Supervision

Hands on oversight to ensure new hires ramp quickly using your existing training materials.

Structured onboarding guidance
Progress tracking and accountability
Faster path to productivity

$747 per engagement.

Sales Training Material Development

Drafting or refining your sales training content to support consistency and performance.

Best-in-class providers, fully benchmarked with a Best Price Guarantee

Sales scripts and frameworks
Objection handling and process guides
Edited and optimized training assets

$247 per hour.

How to add?

You can include any of these add on services during checkout when selecting your plan.

TESTIMONIALS

What others are saying

"We finally have structure"

"Before working with Jason, our sales meetings were inconsistent and reactive. Within the first month, we had clear pipeline visibility, defined next steps, and real accountability. The cadence alone changed how our team executes." - Mark T.

"Execution improved immediately."

"The biggest shift was speed. Issues get addressed fast, reps know exactly what to do after every meeting, and deals are no longer sitting untouched in the pipeline. The bi weekly cadence keeps everyone sharp." - Rachel S.

"Our pipeline is finally predictable"

"We were closing deals, but it felt random. Now we track pipeline movement, forecast more accurately, and coach reps in real time. It feels like having a true sales leader embedded in the company." - Daniel M.

"Meetings actually drive revenue now."

"Sales meetings used to be updates. Now they are working sessions. We review strategy, fix bottlenecks, and assign clear actions. That structure alone increased accountability across the team." - Olivia R.

What are you waiting for?

Stop guessing. Get clear sales leadership when it matters.

For a flat monthly fee, you get ongoing access to an experienced sales leader who works directly with your team. Meetings are structured, execution is enforced, and performance is reviewed in real time so sales stops feeling reactive and starts becoming predictable.

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