Healthcare Advisory Services
Strategic advisory for membership-based care models, employer-aligned care, and long-term practice sustainability.
Wellthlinks provides healthcare advisory services to physicians, practices, and organizations navigating concierge medicine, direct primary care, and hybrid care models. We work with physician practices designing sustainable membership-based care and with employers building direct care solutions for their workforce. Our work focuses on strategic design, economic sustainability, and regulatory integrity rather than day-to-day operations.
Advisory Engagements Tailored to Your Market
Physician practices and employer groups face different strategic challenges. Below, you'll find advisory engagement options designed specifically for each market - from foundational feasibility analysis to ongoing strategic partnership.
Physician Practice Advisory Engagements
Strategic Foundation Advisory
Foundational clarity for physicians exploring concierge, DPC, or hybrid membership models.
-Feasibility assessment.
-Economic alignment.
-Regulatory awareness.
-Customized transformation roadmap.
Outcome: Decision-ready strategy and clear next steps.
Strategic Design & Transition Advisory
High-intensity strategic architecture for practices undergoing transformation.
-Operating-model design.
-Membership and revenue structuring.
-Workflow and transition sequencing.
Outcome: Fully architected transformation blueprint.
Ongoing Strategic Advisory Partnership
Embedded strategic leadership for full-scale practice transformation.
-Executive-level strategy guidance.
-Operating and business-model architecture.
-Growth and long-term positioning.
Outcome: Sustainable care model and long-range roadmap.
Partnership capacity is limited.
Employer Benefits Advisory Engagements
Discovery & Strategy
We begin by defining your objectives, workforce needs, and current benefit challenges. From there, we evaluate direct-care and membership-based opportunities and determine feasibility.
Outcome:
A decision-ready roadmap for a redesigned benefits strategy.
Design & Transition Advisory
We design your future benefit and care model. This includes care access structure, cost and contribution flow, provider partnership framework, and employee experience mapping. We also define compliance pathways so legal counsel can execute efficiently.
Outcome:
A fully designed benefit model ready for compliant implementation.
Ongoing Program Support
We provide embedded strategic oversight to guide rollout, optimization, and long-term program evolution — ensuring sustained alignment between workforce needs, provider performance, and benefit investment.
Outcome:
A continuously optimized and future-ready care program.
Partnership capacity is limited.
The right advisory engagement depends on the decisions ahead of you.
Whether you need foundational feasibility analysis, transition oversight, or ongoing strategic partnership, we tailor our work to your objectives - not a predetermined program.
Why Wellthlinks Is Different
Most advisory firms sell strategy without the depth to design it properly. At Wellthlinks, we embed regulatory architecture, economic modeling, and contracting strategy into every recommendation. We call this our Compliance & Economic Architecture Edge.
Strategic Contracting Architecture
-Direct-to-employer agreements structured for economic sustainability and regulatory protection
-Multi-state contracting strategy accounting for jurisdictional variance in medical practice law
-20+ years designing payer contracts and network agreements across multiple states
Regulatory & Legal Strategy
-Stark, Anti-Kickback, and CPOM-aware model design from conception
-HIPAA-compliant governance frameworks built for scale
-Founder with MBA, CHFP, CRCR credentials and paralegal training pursuing JD in International Law
-Coordination with licensed attorneys for state-specific or final review
Economic & Strategic Architecture
-Financial modeling that stress-tests sustainability before market entry
-Market analysis distinguishing viable opportunities from ideological experiments
-Strategic governance frameworks for physician-led organizations
-Fractional executive oversight focused on strategic decision-making, not operational management
Our Promise: We don't just design your model. We architect it for regulatory integrity, economic sustainability, and strategic durability. Every Wellthlinks engagement is structured to withstand regulatory scrutiny and deliver strong economics so you can focus on care delivery.
Disclaimer: Wellthlinks provides strategic advisory services focused on compliance architecture, contracting strategy, and economic modeling. We coordinate with your licensed legal counsel for jurisdictional analysis and final legal review, ensuring you receive both strategic guidance and proper legal protections.
Strategic Clarity Without Long-Term Commitment
Not every strategic decision requires a multi-month engagement. Our Strategy Jumpstart sessions deliver focused strategic guidance for physicians and employers who need immediate clarity on a specific transition, market entry decision, or compliance question.
Transform months of confusion into clarity and momentum. In this comprehensive strategy session, you'll receive a customized roadmap designed specifically for your organization, market, and strategic objectives. Book below — we confirm sessions within 1 business day.
For Physicians:
What's Included:
-Pre-Session Diagnostic Questionnaire
-Deep-dive assessment covering business model, financials, operations, goals, and obstacles
-90-Minute Strategy Session - Recorded session providing strategic guidance and real-time problem solving
-Custom Strategic Roadmap 7-10 step action plan tailored to your transition
-Compliance Risk Assessment Identification of regulatory risks with mitigation recommendations
-Financial Feasibility Analysis: High-level analysis of your financial model and projections
-Vendor & Resource Recommendations Curated recommendations specific to your needs
-10-15 Page Strategic Brief Comprehensive deliverable including executive summary, detailed roadmap, and resource guide
-14-Day Email Follow-Up Support Continued guidance as you begin implementation
Special Offer: Apply the full $1,497 toward Strategic Design & Transition or Ongoing Advisory Partnership if you begin within 30 days.
For Employers
What's Included:
-Pre-Session Assessment: Current benefits structure, workforce demographics, strategic objectives
-90-Minute Strategy Session - Recorded session covering direct contracting feasibility for your organization
-Custom Implementation Roadmap: Step-by-step plan for direct care integration
-Economic Analysis - Cost modeling specific to your workforce size and demographics
-Vendor Evaluation Framework - Criteria for assessing DPC/concierge providers in your market
-Compliance Strategy - ERISA, tax treatment, and regulatory considerations
-Strategic Brief - Deliverable summarizing recommendations and next steps
-14-Day Email Support - Follow-up guidance as you evaluate options
Special Offer: Apply the full $1,497 toward Partnership Build-Out or Ongoing Support if you begin within 30 days.
Let's Build Your Transition Plan Together
Discover how concierge and or direct primary care can align with your goals.
Wellthlinks®
Concierge Medicine • Direct Primary Care (DPC) • Employer Healthcare Solutions
Founded by Dana Y. Lujan, MBA
Wellthlinks provides strategic advisory services and does not offer medical or legal services.