Your consultation is a 30-minute Zoom session designed to give you clarity and next steps.
For most clients, we use this first meeting to understand your current situation, goals, and priorities. Then, we take that information and do the necessary research to find the most suitable options tailored just for you — which we typically present during a follow-up meeting.
For health insurance, the process is often more straightforward and we’re usually able to recommend and even complete a plan selection during the first call.
We’re all about education. No pressure, no sales pitch — just helpful insights and expert guidance.