Securing and maintaining quality healthcare is no longer simple.

Consider adding an experienced healthcare advocate to your list of professional advisers.  Experience security and confidence knowing your medical records are current and secure.  Relax knowing you have a medical appointment scheduled with a quality medical specialist if needed, with all paperwork completed prior to your appointment. Feel comfortable with an expert healthcare advocate who will stay by your side to ensure you are receiving the competent care you desire, someone who understands the art and science of guiding a client through the maze of our healthcare system.

Regardless of your age, income bracket, or health status, I provide a unique service tailored to your individual needs. 

Specializing in hospital discharge planning, brain injury treatment and elder care, prescriptions are filled prior to discharge, written medication schedules prepared, medical equipment secured, follow up medical appointments scheduled, transportation arranged, and one-on-one oversight provided to ensure the best outcome possible for your diagnosis.  

My experience covers working over 22 years with varied client cases, as well as collaborating with many renowned hospitals and medical staffs.  All serve to benefit your own unique medical situation.  Overnight companion stays at a hospital are provided at no additional charge, if desired, leaving nothing to chance regarding your care when your doctor is not present.  Prescription errors, dehydration problems, and falling issues are proactively addressed before they can occur. 

Welcome to real healthcare reform, where you are not alone on your medical journey.  You have a Sherpa to guide you.  A complimentary initial consultation is available, as well as stellar references.


I serve primarily as an expert healthcare advocate who is available 24/7.  In business since 1990, I have witnessed many changes to our healthcare system and have insight into new ones that await each of us.  Seniors are not the only people who are being affected; it’s everyone at every age.

SOUL SHERPA® offers unique, customized and confidential services which aid in addressing the challenges of navigating today’s rapidly changing healthcare landscape, whether one’s needs are physical, emotional, or both.  I am also qualified to review estate plans (simple to complex,) insurance policies (all types) to ensure appropriate coverage types and amounts, and financial strategies (regardless of one’s economic status.)

I am a trusted advocate and liaison for every client, ensuring each one’s interests and wishes are accurately reflected in planning, set in place by medical care providers, estate attorneys, financial advisers, ac­count­ants, and in­sur­ance agents.


Services Cover:

  • Medical
  • Legal
  • Financial
  • Insurance
  • Emotional Support

Click here to read more about our Detailed Services.

Lisa’s head-shot courtesy of Thrift Road Images