Easing the Financial Burden of Healthcare

Situation

A staggering 67% of Americans going into bankruptcy say medical costs are to blame. I consulted with a team dedicated to alleviating this massive health and financial burden.

Insight & Action

After listening to consumers and analyzing the market, I identified the need for an independent, trusted solution to guide people through their health and financial journeys. People need help selecting insurance plans, auditing and disputing medical bills and finding flexible payment options. Recognizing a vast market need and a multi-billion dollar opportunity, I led a team to conceptualize the "Health Wealth Advisor," a combined commercial platform and management consulting service. We pitched this innovative solution to Senior Managing Directors, who formed an internal venture group.

Results

We secured funding for our offering and received recognition from leadership for our creative contributions and approach. Our team used the seed money to develop a wireframe and working prototype, and we began seeking client partners interested in providing the service to their employees.

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