Benefits clarity without the jargon

In a focused 30-minute review, we line up your current benefits, legacy plans, and choices so you can move forward confidently.

Checklist covering health, retirement, and protection benefits
Actionable next steps delivered before the meeting ends
Follow-up summary you can refer back to any time

Book your 30-minute review Send a question first

No marketing pixels—just direct scheduling through Calendly.

Clients reviewing benefit options together

How the review works

1. Current benefits snapshot

We confirm employer selections, match them to your priorities, and flag gaps or overlaps.

2. Legacy accounts organized

Old 401(k)s, HSAs, or insurance policies are inventoried and aligned with your current plan.

3. Direct next steps

You leave with a short list of actions, responsible parties, and timelines.

30 minutes Every consultation is structured to respect your calendar.

3 clear actions Clients typically leave with three prioritized tasks.

0 sales pitches We focus on guidance and coordination, not product pushes.

Questions clients ask before booking

What do I need to bring to the meeting?

Keep your latest benefits summary, payroll deductions, and any legacy account statements close by. A prep checklist is emailed immediately after scheduling.

Is there a cost for the review?

No. The consultation is complimentary. We only discuss fees if you choose additional planning services afterward.

Can we include my spouse or partner?

Yes. Calendly lets you add another attendee so everyone hears the same recommendations.