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Build a Concierge Case Management Business (No Degree Required)
DATE: January 22nd, 2026
Time: 12:30PM PST - 2:30PM PST
[will be recorded if missed]
Learn how to create an alternative income stream helping families navigate healthcare, resources, and advocacy without agency burnout or traditional barriers to entry.
You're stuck in one of these situations:
→ You're between contracts and need income that doesn't require a 6-month commitment
→ You want to use your skills to help people, but don't want the liability or overhead of clinical practice
→ You're burned out on agency work but still want to do meaningful work in the helping field
→ You have knowledge about navigating systems (healthcare, education, social services) but aren't sure how to monetize it
→ You want flexibility and autonomy, not another job where administration extracts everything you have
Here's the truth: There's a massive gap between what people need and what the system provides.
Families are drowning trying to coordinate care for aging parents, children with special needs, or loved ones with complex health conditions. They need someone who can translate medical jargon, coordinate between providers, find resources, and advocate, but they don't need a therapist or licensed clinician.
They need a guide. A navigator. A concierge case manager.
And you can be that person—whether or not you have a degree.
WHO THIS IS FOR?
This workshop is perfect for you if:
✓ You have experience in social work, healthcare, education, or advocacy (but no degree required)
✓ You're good at navigating systems and explaining complex information
✓ You want income that doesn't require traditional employment
✓ You're comfortable with technology and basic business admin
✓ You want to help people without the liability of clinical practice
✓ You need flexibility (caregiving responsibilities, health issues, other commitments)
✓ You're tired of agencies extracting your labor and want autonomy
This is NOT for you if:
✗ You want a passive income stream (this is active service work)
✗ You're not willing to have direct client contact
✗ You expect instant results without implementation
✗ You want to provide clinical services (therapy, diagnosis, treatment planning)
WHY LISTEN TO ME?
I built this business because I needed it.
Between forensic evaluations, I had gaps in income. I had skills in navigating complex systems but didn't always have evaluation contracts lined up. I knew families were struggling to coordinate care, find resources, and advocate for their loved ones and I knew I could help.
So I started offering concierge case management services.
No degree required for this work. No license needed. Just expertise, systems knowledge, and the ability to advocate and coordinate.
The results: → Consistent income during gaps between contracts
→ Flexibility to work around my schedule
→ Meaningful work helping families who were truly stuck
→ No agency oversight, no productivity metrics, no broken administration
→ Rates that actually reflect the value I provide
This isn't theoretical. This is the exact playbook I've used to build a sustainable income stream doing work that matters, on my own terms.
This will be a 5 Module Presentation
WHAT YOU'LL WALK AWAY WITH!
By the end of this workshop, you'll have:
📋 A clear service offering you can describe confidently to potential clients
💰 Pricing structure that works for your market and needs
📱 Marketing language that attracts the right clients
⚖️ Boundaries and scope clearly defined to protect you
🗂️ Templates and systems to onboard and serve clients efficiently
🎯 Action plan to launch or refine your concierge case management business
DATE: January 22nd, 2026
Time: 12:30PM PST - 2:30PM PST
[will be recorded if missed]
Learn how to create an alternative income stream helping families navigate healthcare, resources, and advocacy without agency burnout or traditional barriers to entry.
You're stuck in one of these situations:
→ You're between contracts and need income that doesn't require a 6-month commitment
→ You want to use your skills to help people, but don't want the liability or overhead of clinical practice
→ You're burned out on agency work but still want to do meaningful work in the helping field
→ You have knowledge about navigating systems (healthcare, education, social services) but aren't sure how to monetize it
→ You want flexibility and autonomy, not another job where administration extracts everything you have
Here's the truth: There's a massive gap between what people need and what the system provides.
Families are drowning trying to coordinate care for aging parents, children with special needs, or loved ones with complex health conditions. They need someone who can translate medical jargon, coordinate between providers, find resources, and advocate, but they don't need a therapist or licensed clinician.
They need a guide. A navigator. A concierge case manager.
And you can be that person—whether or not you have a degree.
WHO THIS IS FOR?
This workshop is perfect for you if:
✓ You have experience in social work, healthcare, education, or advocacy (but no degree required)
✓ You're good at navigating systems and explaining complex information
✓ You want income that doesn't require traditional employment
✓ You're comfortable with technology and basic business admin
✓ You want to help people without the liability of clinical practice
✓ You need flexibility (caregiving responsibilities, health issues, other commitments)
✓ You're tired of agencies extracting your labor and want autonomy
This is NOT for you if:
✗ You want a passive income stream (this is active service work)
✗ You're not willing to have direct client contact
✗ You expect instant results without implementation
✗ You want to provide clinical services (therapy, diagnosis, treatment planning)
WHY LISTEN TO ME?
I built this business because I needed it.
Between forensic evaluations, I had gaps in income. I had skills in navigating complex systems but didn't always have evaluation contracts lined up. I knew families were struggling to coordinate care, find resources, and advocate for their loved ones and I knew I could help.
So I started offering concierge case management services.
No degree required for this work. No license needed. Just expertise, systems knowledge, and the ability to advocate and coordinate.
The results: → Consistent income during gaps between contracts
→ Flexibility to work around my schedule
→ Meaningful work helping families who were truly stuck
→ No agency oversight, no productivity metrics, no broken administration
→ Rates that actually reflect the value I provide
This isn't theoretical. This is the exact playbook I've used to build a sustainable income stream doing work that matters, on my own terms.
This will be a 5 Module Presentation
WHAT YOU'LL WALK AWAY WITH!
By the end of this workshop, you'll have:
📋 A clear service offering you can describe confidently to potential clients
💰 Pricing structure that works for your market and needs
📱 Marketing language that attracts the right clients
⚖️ Boundaries and scope clearly defined to protect you
🗂️ Templates and systems to onboard and serve clients efficiently
🎯 Action plan to launch or refine your concierge case management business