Advisory Services for Physicians & Practices
Guiding your transition to concierge, DPC, or hybrid models that restore balance, financial sustainability, and stronger patient relationships.
At WellthLinks, we partner with providers through every stage of their journey—from initial design to full optimization. Our advisory approach blends insight, experience, and connection to help you move beyond insurance dependency and into sustainable, patient-focused care.
Advisory Engagements Designed for Every Stage of Growth
Every practice is unique. That's why we offer three levels of tailored support - from compliance checkups to full strategic partnership
Tier 1: Compliance & Clarity
Practice Assessment & Strategic Planning
Membership + HIPAA review
Specialized Expertise On Demand
Tier 2: Growth & Transformation
Includes everything in Tier 1, plus:
New Practice Startup Guidance
Implementation & Transition Support
Marketing & Growth Strategy
Tier 3: Strategic Partnership
Includes everything in Tiers 1 and 2, plus:
Ongoing Operational Oversight
Fractional COO-style compliance & strategy support
Continuous monthly check-ins
Why Wellthlinks Is Different
Every advisory firm can give you strategy. Few embed compliance, contracting, and operational depth into every step. At Wellthlinks, we call this our Compliance & Contracting Edge.
Contracting Expertise
Direct-to-employer agreements designed for value and protection
Membership, medical director, and network participation templates tailored to your model
18+ years of payer contracting and network strategy expertise across multiple states
Regulatory & Legal Compliance
Stark, Anti-Kickback, and CPOM-aware model design
HIPAA-compliant operations and marketing practices
Paralegal-trained leadership pursuing a JD, supported by a compliance and legal advisory team
Coordination with licensed attorneys for state-specific or final review
Operational Depth
SOPs, workflows, and staff training built for execution
Credentialing and referral tracking through customized workflows and advisory support
Compliance dashboards designed for lean startup practices today, with a path to automation in the future
Fractional COO-style oversight to ensure your model scales safely
Our Promise: We don’t just design your model. We safeguard it. Every Wellthlinks engagement is structured to withstand regulatory scrutiny, deliver strong contracts, and support operational continuity so you can focus on patient care.
Disclaimer: Wellthlinks provides compliance strategy, contracting expertise, and operational support. We do not provide legal advice. All legal determinations should be reviewed by your licensed attorney.
Your practice deserves more than a one-size-fits-all solution.
That’s why our advisory engagements are designed to meet you where you are — and grow with you. Let’s explore the right tier for your goals.
Power Sessions
Flate-rate strategy calls tailored to your goals
Designed as focused entry points — a way to gain clarity and momentum quickly before moving into deeper advisory support.
Each session includes a pre-call intake and follow-up summary (as applicable))
Strategy Jumpstart — 60 min – $325
Verbal guidance + follow-up summary email
Transition Planning Session — 90 min – $495
Roadmap + provider tools (1–2 templates)
Compliance & Pricing Consult — 60 min – $375
Pricing structure review + regulatory insight
Open Q&A / Operational Deep Dive — 60 min – $325
Custom answers to your current priorities
Interested in booking a Power Session?
These strategy calls are designed to give you clarity and momentum. Book your Power Session today — we’ll confirm your spot and next steps within 1 business day.
Ready to Break Free From Insurance?
Discover tools and strategies to help you transition with confidence.
• Take our Free Readiness Quiz and get personalized action plan
•Explore Membership Models Learn how concierge and direct primary care can work for you.
•Case Studies: Before & After (Coming Soon) See how providers have transitioned—and thrived.
•Become a Founding Member (Beta Access) Get early access to our platform, tools, and Wellthlinks Collective community.
Let's Build Your Transition Plan Together
Discover how concierge and or direct primary care can align with your goals.