Consolidate old plans. Prep your new benefits.
Your 30-minute benefits triage starts here.
Bring your statements—we'll triage the mess and flag what actually needs attention.
- Document action items for compliance and follow-up
- Translate employer benefit jargon into clear next steps
- Clarify rollovers vs. in-plan conversions
Book now and show up with statements; we'll supply the rest.
Your information stays confidential.
Prep materials
Compliance note
State tax coordination guidance available upon request.
What you leave the session with
Every consult includes a documented package you can forward internally within minutes.
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Compliance-ready recap
A serialized PDF with timestamped notes, responsible parties, and supporting references.
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Resource links
Private folder of checklists and templates referenced during your session.
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Follow-up timeline
Calendar-ready schedule aligned to payroll cycles and HR checkpoints.