Our Approach

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What is Outcome-Based Coaching + Coordination?

Our model is a hybrid approach that blends two powerful tools:

  • Coaching: You receive guided support to clarify goals, make informed decisions, and develop strategies for wellness, advocacy, and progress.

  • Coordination: We take care of the logistics—researching providers, scheduling appointments, managing referrals, and aligning services to your goals.

Unlike traditional case management, we don’t just respond—we proactively design a plan to get you from Point A to Point B, with defined checkpoints, milestones, and measurable outcomes.

You get more than services.
You get a strategy.

How Etiquette MD™ Is Integrated into Every Journey

Communication is care. That’s why every Halo Firm journey includes our proprietary Etiquette MD™ framework—a signature approach that teaches families how to effectively communicate with healthcare providers and teams.

With Etiquette MD™, you’ll learn:

  • The right questions to ask at key appointments

  • How to present your concerns clearly and confidently

  • How to advocate without being dismissed

  • What to say when things feel overwhelming or unclear

It’s not a separate program—it’s infused into everything we do, so you're always prepared, informed, and empowered.

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What to Expect: Step-by-Step

Step 1: Book Your Free Discovery Call
We’ll talk about your current needs, challenges, and goals. If we’re a fit, we’ll recommend the best package for your family.

Step 2: Choose Your Journey
Select from one of our outcome-based packages (30-day, 90-day, or VIP concierge). You’ll receive a welcome kit, a goal-setting intake, and your first coaching session.

Step 3: Receive Your Care Strategy Plan
We create a custom roadmap tailored to your needs—including providers, referrals, checklists, timelines, and next steps.

Step 4: Get Support + Build Confidence
You’ll work one-on-one with your coach/navigator while we handle coordination behind the scenes. We’ll also prepare you for every important conversation with Etiquette MD™ tools and guidance.

Step 5: Reach Your Outcome with Confidence
Whether it’s getting your child into therapy, completing your postpartum healing, or securing care for a loved one—you’ll walk away with clarity, peace of mind, and the tools to continue advocating with confidence.

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