Insurance, Financial & Legal Planning

If you, like most Americans, have no idea what portion of your diagnostic testing or cancer treatments are covered by your medical insurance, we can review your insurance plan with you and determine if you need to purchase additional insurance or explore other financial options with a referred financial professional. We can also assist you in establishing a medical power of attorney, and a living will and refer you to trusted legal professionals who can formalize other financial and legal documents that may need to be addressed during the course of a serious illness.


We work with you to review your insurance plan and determine what treatments are available within your current coverage. We can also assist with appealing insurance decisions and refer you to an insurance professional if you need to negotiate or purchase additional coverage.

  • Review Insurance Plan to Determine Coverage
  • Appeal Coverage Decisions
  • Referral to Professional for 
    • Negotiate with Employer/Insurance Provider for Additional Coverage
    • Purchase Additional Health Insurance


Understanding and utilizing your health insurance to the fullest extent is only the first step in fighting cancer financially. We can help you determine what additional financial resources are available/necessary for your care and refer you to trusted professionals who can assist you in creating a financial plan for the short and long term. 

  • Apply for Financial Assistance from
    • Hospital
    • Government
    • Non-Profits  
  • Open/Use Health Savings Account (HSA)
  • Referral to Professional for 
    • Understanding Cancer Costs and Expenses
    • Treatment/trial Payment Plans
    • Short and Long-Term Financial Planning Post-Diagnosis


We want patients and their caretakers to understand and exercise their rights, and as such, we want to help you formalize your medical power of attorney and living will.

Additionally, if you need assistance establishing guardianship of minors or formalizing your last will and testament or legal power of attorney, we have vetted legal professionals to whom we can refer.

  • Medical Power of Attorney
  • Living Will
  • Referral to Professional for 
    • Legal Guardianship of Minor(s)
    • Last Will and Testament
    • Financial Power of Attorney
Client Testimonial

Clare relentlessly worked her network to get me an appointment at a world-class research facility in San Francisco with expediency! My healthcare covered it, and I was treated with cutting-edge immunotherapy and radiation. I am currently in full remission.

-ML, San Francisco, CA, Age 38

Schedule a call with Clare

FREE 30-Minute Consultation

In this call we will review your preliminary cancer diagnosis, what tests and scans you have received, and discuss how we can help you choose the right treatment and medical professionals for you.