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Health-triggered liquidity planner

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Primary care clinics rarely deal with the financial side of care navigation.  It is important to ensure liquidity for anticipatable health events.

Your care journey, funded with foresight

Bankruptcy is one of the sad consequences of unanticipated health events that transform the lives of patients and their family is often rightly an afterthought how much it will cost to save a loved one or care for them until they can regain their independence, but these costs often lead to bankruptcy or destroy what is left of the estate without resulting in a desirable outcome for the patient.  

 

Boston Mantra supports specialized liquidity planning for health events that may necessitate distributions from privately funded estate planning channels.

 

Using Boston Mantra to plan for health event related liquidity needs, patients and their families can improve care management by ensuring that resources are stewarded effectively towards an outcome that meets the needs of the patient using custom due diligence research for financial management.

© 2025 Boston Mantra® LLC

General disclaimer: Boston Mantra is an M&A advisory welcoming only inquiries for asset-structured merger-acquisitions.  We do not guarantee outcomes for investment decisions made in connection to our business.  Investments may lose value because market conditions are subject to change.  We are governed by the laws of Massachusetts.  Information on this site are intended to offer general information or education, not to provide investment or legal advice. We are not responsible for the accuracy or completeness of third party content linked or referenced.  No relationship is established unless given in writing.  All services are limited only to what is permissible by law and offered in connection to the scope of written agreement.

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Patient advocacy services offered through Boston Mantra are designed solely for strategic planning, fiduciary coordination, and care navigation in connection with estate, governance, or financial structures. These services do not constitute medical care, diagnosis, or treatment, and are not intended to replace licensed clinical judgment. All health-related services are provided within the bounds of applicable law and only as part of integrated advisory engagements.

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