Consolidate old plans. Prep your new benefits.
Your 30-minute benefits triage starts here.
We translate policy jargon into decisions, prep rollover paperwork, and leave you with a summary your leadership team can sign off on.
- Translate employer benefit jargon into clear next steps
- Get a plain-language view of every account
- Align new benefit elections with your goals
Choose a time that aligns with your onboarding checkpoints so we can map tasks against payroll and HR milestones.
Sessions include compliance-ready notes.
What teams say
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"Our new hires love the clarity—it's now part of our standard onboarding packet."
— Priya S., People Ops, Fintech team
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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.