What is it?

A thorough process to understand and prepare for all your healthcare costs in retirement. The goal is to create a plan that supports your well-being, protects your savings, and ensures you won't be surprised by future expenses

The Process

Education/Framing the Big Picture

This initial meeting provides a clear overview of how health insurance and healthcare costs typically work in retirement. We'll discuss the fundamental principles and explore how they specifically apply to your unique situation, helping you understand the landscape ahead.

Plan Choices/Cost vs. Benefit Analysis

In this session, we'll dive into the specifics of various retirement health insurance options. We'll analyze the potential costs versus the benefits of each, walking through hypotheticals to illustrate how different choices could impact your healthcare and finances in retirement.

Enrollment/Follow-up Plan

This meeting is about putting your chosen plan into action. All details reviewed and verified for accuracy, then we establish a clear plan for ongoing communication and support.