How I Collaborate:

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I work with both non-profit and for-profit organizations in an advisory capacity, tailoring my approach to meet the unique needs of each.

For Pre-Revenue Start-Ups

I am happy to meet informally to learn more about your organization and determine if I can add value. After some time working together, we can decide if a more formal arrangement would be beneficial. If so, I utilize a traditional FAST agreement to structure our collaboration. 

To ensure maximum value for both the company and myself, I limit my advisory roles to no more than three start-ups at a time.

For Non-Profit Organizations

With a background in non-profit fundraising and administration, I draw on my extensive experience to help organizations become more strategic and impactful with their donors. 

My time is best utilized on development and partnership committees, where I can leverage my network to develop meaningful relationships. 

To truly support the mission and vision of a non-profit, I limit my engagements to no more than two organizations at a time.

As a consultant, I work across sectors with a variety of organizations seeking my expertise in the Care Economy and Caregiver Tech. My services include:

Venture Capitalists & Family Offices 

Assisting with deal flow and vetting potential investments.

Start-Ups & Small-Businesses 

Providing guidance on product market fit for Care Economy solutions, including CareTech, InsureTech, and those wishing to sell in the Employee Benefits channel. Consulting on acquisition readiness and post-close integration/transition/exit.

Employers and Benefits Brokers Collaborating to maximize support programs for employees with adult-caregiving commitments. While I continue in my leadership role at Caregiven, my consulting work is independent, and any interest in subscribing to Caregiven is redirected to the appropriate distribution partner.

In all cases, we operate under a Scope of Work that clearly defines expectations, roles and responsibilities, deliverables, and timelines with a 50% deposit at contract and the remainder invoiced at completion. This structured approach ensures clarity and accountability, enabling successful outcomes for all parties involved. 

To maintain quality and focus, I limit my consulting to two engagements per month.

As a speaker, I bring a wealth of expertise and passion for topics related to caregiver support solutions and their broader impact on families, employers, and communities. 

I convey complex, emotional topics through engaging narratives that highlight the human side of caregiving and the practical implications for businesses and communities. Audiences leave with clear, actionable strategies to implement within their own organizations or personal lives.

Topics Include:

Caregiver Support Solutions

• Deep knowledge in developing and implementing effective caregiver support tools and programs.
• The significant effects of unsupported caregivers on families, employers, and communities.
• Understanding caregivers as a unique and influential market segment with significant buying power.

Multi-Generational Relationships

• Building relationships that prioritize helping families over selling products.
• Techniques for establishing trust and long-term engagement with clients across generations.

Empathy-Driven Innovation

• Launching products designed with empathy, addressing needs everyone has but no one wants to face.
• Case-Study Insights from my experience with Caregiven and other ventures, demonstrating the power of empathy in product development and market acceptance.