We coordinate the healthcare your clients' families need — medical, wellness, and crisis response — so you can focus on the financial and legal work only you can do.
When an affluent Atlanta family faces complex healthcare decisions, the first professional they turn to isn't a care coordinator. It's their wealth advisor. Their estate attorney. Their family office manager.
You know the problem: fragmented care costs these families $12,000–$50,000+ per year in misaligned providers, duplicated appointments, and lost time. And you're often the one who first hears about it.
Until now, you had no one to refer them to.
One dedicated coordinator manages all medical providers, specialists, and care transitions — your clients never chase appointments themselves.
Medical coordination, wellness planning, and crisis response — unified under one plan. No siloed providers.
Medical decisions are guided by a physician — not a non-clinical coordinator. Your clients get clinical rigor alongside logistics management.
Published tiers from $2,200–$5,200/year. No custom quotes, no surprise billing. Your clients know what they're paying before they commit.
Care coordination failure costs Atlanta families real money. Hospital readmissions, duplicate specialist visits, medication errors, and family time spent managing logistics — it all adds up.
Our model eliminates that waste. One coordinator. One plan. One annual cost.
This is a referral relationship, not a business arrangement. We're building a resource for the families you already serve.
There are no fees, no referral agreements, and no revenue sharing. We earn our clients through the quality of our work — not marketing budgets.
Our care coordination is healthcare — not a competing service. We complement your financial and legal planning by handling what you can't and shouldn't have to.
Every referral gets a complimentary 20-minute consultation. Your clients aren't committing to anything — they just learn if we're a fit.
When your client is in crisis, you need someone who moves fast, speaks fluent, and handles logistics without being managed. That's us. We work alongside your legal and financial planning — not in place of it.
We designed this to require as little of your time as possible.
Send your client's name and contact to us — or simply tell them about AffluentCareOS. They can reach out directly or we can coordinate with your office on the introduction.
Our care coordinator schedules a complimentary 20-minute call to understand the family's situation, care needs, and goals. No commitment required.
After the consultation, your client decides whether to move forward. We never pressure. If we're not the right fit, we'll tell you — and suggest alternatives.
We provide a brief follow-up to you after every client consultation — professional courtesy, nothing proprietary.
Tell us about yourself and your firm. We'll be in touch within one business day to discuss how we can work together for your clients' benefit.
We've received your inquiry and a member of our team will follow up within one business day.