PRIVACY
THE STEPS
1. Schedule a consultation. A free, private call to talk through your situation. No cost, no obligation.
2. We'll talk it through. You tell me what's going on, I ask questions, and I give you my honest take on whether and how I can help.
3. You'll get a written proposal. If we both want to move forward, I'll send a clear scope, deliverables, price, and timeline. For larger engagements, the work can be structured in milestones, so you can evaluate progress before moving further.
4. We get to work. Once you've signed and made the initial payment, I get started — and I keep you informed at every step.
Your information is private, and I treat it that way.
If you're considering working with me, you may be trusting me with sensitive details about your health, insurance, and personal situation. I don't take that lightly. This page explains, in plain language, what information I collect, how I use it, how I protect it, and the choices you have.
If anything here is unclear, just ask! I'm happy to explain.
What I Collect
I collect only what I need to help you, and no more.
When you first reach out (through my contact form, email, or a consultation), I collect basic details: your name, contact information, and a brief description of what you're dealing with. I intentionally keep this first step light. You don't need to share detailed medical or insurance information just to start a conversation.
If we begin working together, and only then, I collect the information needed to actually do the work. Depending on your situation, that may include things like your insurance documents, explanations of benefits, medical bills, denial letters, provider information, and relevant medical history. I gather this through secure means, and only the specific information your case requires.
For payment, I use a third-party payment processor to handle transactions. I don't store your full payment card details myself.
Please don't send sensitive information through the contact form. Please do not send detailed medical records, insurance documents, or other highly sensitive information through the general contact form or regular email. After we speak, I'll provide a secure way to share documents if we decide to move forward.
How I use your information
I use your information only in connection with the services you've hired me for and related business needs. That includes things like reviewing your documents, communicating with your insurance company and providers on your behalf (with your authorization), researching options, and coordinating your care.
I do not sell your information. I do not share it for marketing or advertising. I do not use it for anything outside the work we've agreed to and the ordinary business records that go with it.
When I share information. (Only with your permission)
To do this work, I often need to speak with others involved in your care — your insurance company, your doctors, billing offices, and similar parties. I do this only with appropriate authorization, and only to the extent needed for your case.
Before I act on your behalf, I'll have you complete the appropriate authorization forms — for example, a HIPAA authorization for your medical providers and a separate authorization for your insurance company. I'll walk you through exactly what each one allows, and I'll only ask for what's actually needed.
I will not share your information outside the work we're doing together without your permission, except where required by law.
If I share a testimonial, case example, or result, I do so in a way that protects client privacy and only with appropriate permission.
How I protect your information
I use practical, modern safeguards to keep your information secure:
Secure, access-controlled systems. Your information is stored in secure, access-controlled business systems designed to support the careful handling of sensitive health information.
Encrypted devices. The devices I use are encrypted and protected with strong authentication.
Strong access protection. I use a password manager with strong, unique passwords and multi-factor authentication on the accounts that hold client information.
Data minimization. I collect only what's needed, and I limit how widely any information is shared or stored.
No system is perfectly secure, and I won't pretend otherwise. That said, I take meaningful, ongoing steps to protect your information and to handle it carefully.
How I protect your information
How long I keep your information
I keep your information for as long as needed to provide your services and to meet reasonable business and legal record-keeping needs. When it's no longer needed, I dispose of it securely. If you'd like your information deleted after our work together ends, let me know. I'll honor that request where I'm able to, subject to legal, business, and record-keeping requirements.
Questions?
You can always ask me about the information I have and how it's handled.
In particular, you can:
- Ask what information I have about you
- Ask me to correct something that's wrong
- Withdraw an authorization you've previously given, going forward
- Ask me to delete your information after our engagement ends
For any of these, or any question or concern about your privacy, just reach out:
This policy may be updated from time to time. The current version will always be posted here.
Last updated: [06/07/2026]