Consolidate old plans. Prep your new benefits.
Fast, fiduciary guidance for new hires and relocations.
Book a focused working session and leave with a prioritized checklist to execute right away.
- Get a plain-language view of every account
- Align new benefit elections with your goals
- Document action items for compliance and follow-up
Book now and show up with statements; we'll supply the rest.
We only use your details to follow up on your request.
What teams say
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"They knew every HR system we use. I walked away with next steps and template emails."
— Miguel A., People Ops, Regional bank
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"Clear, fast answers. We consolidated accounts and documented everything for compliance."
— Leah T., Operations Lead, Healthcare startup
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.