Pettee Financial Consulting

How we structure every benefits conversation

Pettee Financial Consulting keeps each meeting straightforward: document the situation, confirm priorities, and lock in next steps.

  • Preparation questionnaire delivered immediately after you book.
  • Agenda customized to the decisions you highlight.
  • Summary email with responsible parties and deadlines.

Meet Brandon Pettee

Brandon has spent more than a decade guiding families through employer benefit choices, retirement rollovers, and insurance coordination.

He focuses on clarity: explain the decision, quantify the tradeoffs, confirm the action. No scripts, just direct guidance.

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What you can expect before, during, and after

Before the call

You receive a short intake form and checklist to collect any benefit documents or account statements.

During the call

We walk through employer benefits, legacy accounts, and open enrollment questions in plain language.

After the call

A recap email outlines action items, timelines, and contact information for plan administrators if needed.

Who we work best with

Our 30-minute review is built for professionals who:

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