Holistic Wellness Assessment

A real conversation about your health.

Not a quiz. Not a form. A guided, physician-designed conversation that builds a personalized wellness plan across all four pillars — specific to your body, your goals, and your life.

What to Expect

From conversation to plan — step by step.

Every assessment follows the same physician-designed framework, adapted entirely to the individual in front of us. There are no shortcuts and no upsells — just an honest conversation about where you are, where you want to go, and what the science says about how to get there.

0

Pre-assessment intake (1–2 days before)

We'll send you a short set of questions ahead of time — age, weight, health concerns, medications, and current supplements — so we can review your safety picture before the call and spend our time together on the conversation that matters.

1

Open with your "why"

We start by listening: what is health and wellness worth to you? What's been getting in the way? This isn't small talk — it shapes every recommendation that follows.

2

Explore your top concerns

What are the 1–3 things keeping you from feeling your best right now? We go deep on each one — how long it's been going on, how it affects your daily life, and what you've already tried.

3

Define your 90-day goals

Where do you want to be in 90 days? Specific, measurable goals give us a clear target — and help us prioritize the recommendations that will move the needle fastest for you.

4

Four-pillar deep dive

We assess each pillar individually: nutrition and protein intake, exercise type and frequency, sleep quality and stress patterns, and hydration habits. Each area gets its own questions — no bundling, no skipping.

5

Personalized recommendations

Behavior and food changes first, always. If a genuine gap remains after the food-first conversation, evidence-supported options are presented clearly — what they are, why they fit your specific picture, and what the science says.

6

Your written plan + follow-up

You leave with a written summary of your personalized recommendations. We schedule a follow-up progress check-in to review how you're feeling and refine the plan as needed.

What the assessment covers

  • ✓ Protein intake vs. your calculated daily target
  • ✓ Micronutrient gaps from diet (omega-3s, vitamin D, B vitamins, fiber)
  • ✓ Gut health screening (bloating, regularity, post-antibiotic recovery)
  • ✓ Exercise type, frequency, and recovery patterns
  • ✓ Sleep duration, quality, and wind-down habits
  • ✓ Stress levels, cortisol patterns, and mindfulness practices
  • ✓ Daily water intake and electrolyte balance
  • ✓ Energy, fatigue, and cognitive focus patterns
  • ✓ Immune resilience and seasonal patterns
  • ✓ Medical conditions, medications, and current supplements (safety review)

How to prepare

  • 📋 Have a list of any medications and supplements you take (photos of labels are ideal)
  • ⚖️ Know your current weight — it's used to calculate your personal protein target
  • 🍽️ Think about what a typical day of eating looks like for you
  • 💬 Identify your top 1–3 health concerns before the call
  • 🚫 Use your first name only — we protect your privacy throughout

Common Questions

Frequently asked questions

No. The Holistic Wellness Assessment is a wellness coaching conversation, not a medical appointment. It does not replace your relationship with your own physician and does not constitute medical advice. When a concern is medical in nature — a diagnosed condition, a medication interaction, or a red-flag symptom — we will tell you clearly and direct you to your healthcare provider.
Only where there is a demonstrated need that food and behavior cannot reasonably meet on their own. The default answer is always a specific behavior or food change. A supplement is presented as one option to consider — never a requirement, never tied to a disease outcome, and never recommended without explaining why it fits your specific picture. Recommending nothing is a valid and often correct outcome.
Initial assessments typically run 45–60 minutes. Progress check-ins are 15–20 minutes. We don't rush — the quality of the conversation is what produces a meaningful plan.
We'll send a short pre-assessment intake 1–2 days before your call. This covers your age, weight, health concerns, medications, and current supplements. Taking 5–10 minutes to complete it means we can run your safety review before the call and spend the live conversation on what matters most.
We ask about medical conditions and medications in every assessment without exception. If a condition or medication is present, every relevant recommendation will include an explicit instruction to check with your healthcare provider before starting. We flag potential interactions clearly and refer you to your clinician whenever the concern falls outside a wellness scope.
Yes. We use first names only throughout the assessment — never full legal names. You share extensive personal and health information over the course of this conversation, and minimizing identifying details protects you.

Ready for your assessment?

Book directly through Calendly or join via Zoom — whichever is easier for you.

Book Assessment — $100 Book Check-In — $25

Wellness Program Member? Save 25% on every assessment — contact us for your discount code before booking. Membership is $20/month and includes additional member benefits and discounts.