Consolidate old plans. Prep your new benefits.
Fast, fiduciary guidance for new hires and relocations.
Bring your statements—we'll triage the mess and flag what actually needs attention.
- Locate any straggler retirement accounts
- Translate employer benefit jargon into clear next steps
- Document action items for compliance and follow-up
Book now and show up with statements; we'll supply the rest.
Sessions include compliance-ready notes.
Core deliverables inside thirty minutes
Each consult closes with these foundations covered—unless you direct us to stay longer on a unique edge case.
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Account inventory
Receive a shareable record of every account number, custodian, and next step assigned.
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Compliance signals
Flag notices, signatures, and fiduciary follow-ups before they become audit findings.
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Resource bundle
Leave with hand-picked PDFs and templates customized to your onboarding timeline.
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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"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH
Prep materials
Post-session deliverables
We keep momentum after the call by sending this bundle before the next business day.
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Action tracker
Shared checklist with statuses for each rollover, election, and compliance obligation.
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Regulatory log
Audit-ready record formatted for ERISA or state documentation requests.
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Stakeholder summary
Email-ready digest you can send to HR, leadership, or outside advisors.