work with me

Consulting

Speaking

The PIE Model™ Training

Nancy Offers One-Hour Consultations

No long-term commitment.

No invoicing.

No open-ended, “how-long-is-this-gonna-take-and-what-will-it-cost-me” ANXIETY.

Complete focus upon you and your situation.

Book your hour

1:1 Consulting

Triage Your Matter: Candid assessment by a seasoned professional patient advocate. Find your next steps.

ProblemSolve: → It’s a verb, we are in action and heading for solution.

Learn How Stuff Works: Successful aging, solo aging, healthcare navigation, right fit housing, essential legal documents, tricky conversations, building your team, finding resources, accomplishing goals.

Gain Direction: Wayfinding by way of conversation, education, and Q&A. Gain clarity. Prioritize.

Simple, immediate. We meet and we work.

Questions? Contact Nancy

HOW TO BOOK YOUR ONE HOUR PRIVATE STRATEGY SESSION…

  1. Our session can be via Zoom or by phone.

  2. Book your session online or contact me.

  3. When booking you will be delivered to Stripe, to remit payment securely; I never hold credit card numbers!

  4. I will send a Zoom link for any video meetings; if we are to meet by phone simply place a call to me at our appointed time.

SPEAKING

Nancy is a highly sought-after speaker at conferences and events, where she delves into topics such as aging, solo aging, and navigating the complexities of the healthcare system. A frequent guest on webinars, podcasts and panels, Nancy will provoke thought and bring forward those AHA Moments. 

Book Nancy

“Critical information for all. One of the BEST talks ever!!!”

“As a retired RN, I wish everyone could take part in this program!”)

LET'S TALK ON YOUR PLATFORM

Invite Nancy as a spirited guest on your podcast or webinar

Contact Nancy

Nancy is the creator of

The PIE Model™

a framework for intake, assessment and care management. 

The Pie Model™ Training

Welcome to The PIE Model™

Designed for professionals it is also an effective tool for individuals, and even teams.

Using six “slices” of Medical, Legal, Financial, Insurance, Housing, and Support, The PIE Model™ offers a fresh new approach to care and planning that:

Diffuses overwhelm. Inserts logic, navigation, and a bit of whimsy

Offers a shared language among clients, the people that love them, professionals, and teams

Is helpful for tracking services delivered, managing To Do’s  and celebrating the Wins

Can same-page everyone, in seconds.

Want a taste? Try PIE for yourself!

READ ALL ABOUT PIE your framework for easier 

THINKING, TALKING, PLANNING, COLLABORATING.

Grab yourself a slice.

Check out the Free Download!

I WANT PIE

Want a deeper dive, the whole PIE view? Read Nancy’s article published in CMSA’s CareManagement Journal on August 18, 2025.

See my article on page 17.

Enter Into Solution

Questions?

Contact Nancy