A 30-minute clean-up for retirement loose ends

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.

Pick the slot that fits your first-paycheck window and we’ll tailor the session to that timeline.

We only use your details to follow up on your request.

Core deliverables inside thirty minutes

Each consult closes with these foundations covered—unless you direct us to stay longer on a unique edge case.

Account inventory

Receive a shareable record of every account number, custodian, and next step assigned.
Compliance signals

Flag notices, signatures, and fiduciary follow-ups before they become audit findings.
Resource bundle

Leave with hand-picked PDFs and templates customized to your onboarding timeline.

Can we talk about my spouse's benefits?

We can outline coordination options and help you prepare questions for their HR team.

What areas do you cover?

Sessions are delivered virtually across the US with state-specific guidance where required.

Will I get a follow-up summary?

Yes, you’ll receive a compliance-ready summary with action items and contact information.

Do you give investment advice?

We give fiduciary guidance and menu education. For allocation advice we connect you to a specialist.

"The review helped me track two dormant 401(k)s within a week."

— Jordan M., HR Director, Logistics firm, NH
"Clear, fast answers. We consolidated accounts and documented everything for compliance."

— Leah T., Operations Lead, Healthcare startup

Licensed in MA, NH, and ME. Multi-state consults available.

Every consult includes a documented package you can forward internally within minutes.

Compliance-ready recap
A serialized PDF with timestamped notes, responsible parties, and supporting references.
Resource links
Private folder of checklists and templates referenced during your session.
Follow-up timeline
Calendar-ready schedule aligned to payroll cycles and HR checkpoints.