Consolidate old plans. Prep your new benefits.
Retirement clarity for every career pivot.
Bring your statements—we'll triage the mess and flag what actually needs attention.
- Prep paperwork before your HR meeting
- Align new benefit elections with your goals
- Get a plain-language view of every account
Book now and show up with statements; we'll supply the rest.
Your information stays confidential.
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.
-
Prep
Upload documents securely so we hit the ground running.
-
Alignment
Clarify benefit elections, contribution targets, and deadlines.
-
Execution
Draft emails, paperwork checklists, and follow-up tasks.
-
Wrap
Receive recorded notes plus resources tailored to your situation.
Questions we answer
What do I need to bring?
Recent benefit statements, any rollover info, and a list of accounts you're unsure about.
Will I get a follow-up summary?
Yes, you’ll receive a compliance-ready summary with action items and contact information.
Who will I meet with?
You'll meet directly with a licensed fiduciary consultant who specializes in onboarding reviews.
What teams say
-
"Our new hires love the clarity—it's now part of our standard onboarding packet."
— Priya S., People Ops, Fintech team
-
"The review helped me track two dormant 401(k)s within a week."
— Jordan M., HR Director, Logistics firm, NH
Prep materials
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.
Compliance note
ERISA-aligned summaries provided post-session.