Here is what you can expect when booking a consultation with me:

• Comprehensive NEADS Analysis

  • N: What do you have NOW?

  • E: What do you ENJOY about your plan?

  • A: What would you ALTER, if you could?

  • D: Who is the DECISION maker?

  • S: Summary

• Based on this analysis, I will help you choose a plan with the benefits and options suitable for your situation.