Quick review of previous-employer accounts
Where onboarding questions meet clear answers.
Thirty minutes with a fiduciary beats weeks of back-and-forth email chains.
- Translate employer benefit jargon into clear next steps
- Organize beneficiaries and contribution settings
- Align new benefit elections with your goals
Book now and show up with statements; we'll supply the rest.
We only use your details to follow up on your request.
What to expect in your consult
The session is structured, but flexible enough to dive into edge cases.
Four focused phases, typically wrapped inside a single onboarding sprint.
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Prep
Upload documents securely so we hit the ground running.
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Alignment
Clarify benefit elections, contribution targets, and deadlines.
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Execution
Draft emails, paperwork checklists, and follow-up tasks.
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Wrap
Receive recorded notes plus resources tailored to your situation.
What to prep before we meet
Bring these details so we can move quickly and document the session in one pass.
- Latest statements or rollover packets from previous employers
- Notes on any pending HR deadlines or payroll cutoff dates
- Contact info for providers we may coordinate with after the call
- Questions from leadership or a partner you want addressed
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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"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH
Compliance-ready every session
We document every recommendation, include citations, and maintain an auditable manifest for your records.
- Session notes align with ERISA and state requirements.
- Secure transcript + action items delivered within 24 hours.
- We retain manifests so you can prove what was shared and when.