Private Consulting Services
Structured, professional consulting designed to bring clarity, organization, and direction to your family's journey.
Every service we offer is built around one goal: helping your family move forward with confidence. Whether you need a single session to understand your options or ongoing support through a complex process, we have a consulting engagement designed for your situation.
Compass Discovery Session
Your starting point.
Best for
Families who are new to the process, feeling overwhelmed, or unsure where to begin.
The Compass Discovery Session is a comprehensive one-time consultation designed to give your family a clear picture of where you are and what your options are. We review your family's current situation, identify priorities, and deliver a written action plan with next steps.
What's included
Expected outcome
You leave with a clear, organized roadmap and the confidence to take your next steps.
Personalized Family Roadmap
Your written plan forward.
Best for
Families who need a structured, written plan they can follow and reference over time.
We build a detailed, personalized roadmap for your family — a written document that organizes your priorities, outlines your options, and provides a clear sequence of next steps. This is not a generic checklist. It is a custom consulting deliverable built specifically for your family's situation.
What's included
Expected outcome
A professional, organized document your family can use as a reference and guide going forward.
Organization & Planning Consulting
Clarity from the inside out.
Best for
Families with important documents, records, and information that feel scattered or overwhelming.
We help families organize critical documents, records, and information into a clear, accessible structure. We also help you understand what information is important, what to keep, and how to use it effectively in meetings and planning conversations.
What's included
Expected outcome
An organized, manageable system that puts your family in control of your information.
Meeting Preparation
Walk in prepared. Walk out confident.
Best for
Families preparing for important meetings, planning sessions, or significant conversations.
Important meetings can feel intimidating — especially when you're not sure what to expect or what to say. We prepare families to walk into any meeting with clarity, confidence, and a clear understanding of their goals and options.
What's included
Expected outcome
You walk into your meeting prepared, informed, and confident — ready to advocate for your family.
Advocacy Coaching
Your voice. Amplified.
Best for
Families who want to learn how to advocate more effectively for themselves and their loved ones.
Advocacy is a skill — and it can be learned. We coach families on how to communicate effectively, ask the right questions, understand their rights, and advocate confidently in any setting. This is not legal representation. It is practical coaching that builds your family's confidence and capability.
What's included
Expected outcome
You leave with practical skills and the confidence to advocate effectively for your family in any situation.
Ongoing Navigation Consulting
A partner for the long journey.
Best for
Families navigating ongoing, evolving situations who want consistent support and guidance.
Some journeys require more than a single session. Our ongoing consulting engagement provides consistent, monthly support — helping your family stay organized, prepared, and moving forward through every stage of a complex process.
What's included
Expected outcome
Consistent, professional support that keeps your family organized, informed, and moving forward.
New York Family Compass provides private consulting, education, organization, planning, and advocacy coaching. We do not provide legal advice, medical advice, or Medicaid-funded services. We are not affiliated with any government agency.
Not sure which service is right for your family?
Start with a free 15-minute discovery call. We'll help you understand your options and find the right fit.