Benefits clarity
Break down open enrollment decisions and additional benefits like disability or life insurance in plain language.
Tailored support for educators & families
Guided Benefits Planning for Educators
We translate benefits jargon into everyday choices so you can feel confident about coverage, savings, and retirement readiness.
- Coordinate workplace benefits with your family priorities
- Make sense of retirement accounts and rollover options
- Walk away with clear, friendly next steps
Our 30-minute conversations are complimentary and pressure-free.
What you'll gain in our time together
Whether you're evaluating open enrollment choices or wondering how a new role affects retirement savings, we create welcoming space for your questions.
Retirement confidence
Review existing accounts, understand rollover choices, and see how everything works together for the long term.
Actionable follow-up
Leave with a brief summary of the next two or three steps to help you move forward right away.
How a 30-minute chat unfolds
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Share what matters most
We start with your priorities—family, career, and the benefits choices already on your plate.
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Review benefits and accounts together
We walk through statements or enrollment screens and highlight key opportunities or gaps.
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Outline friendly next steps
You receive a simple recap with referral resources, timelines, and optional follow-up support.
“Brandon asked thoughtful questions and helped us understand how my school benefits and my spouse’s 401(k) can work together. It felt like a chat with a trusted friend.” Emma L., Massachusetts educator
Questions we hear often
What happens during the first meeting?
We spend about thirty minutes getting to know your goals, reviewing any benefits documents you’d like to share, and pointing out pleasant quick wins.
Is there a cost or obligation?
Nope. The meeting is complimentary. If you’d like ongoing support afterward, we’ll talk through what that could look like—but only if you ask.
Do you work with households outside Massachusetts?
Yes. We serve families across the United States virtually. We still bring in our local knowledge of Massachusetts school systems when helpful.
Can we include my partner or co-worker?
Absolutely. Feel free to invite anyone who helps you make financial choices so everyone leaves with the same understanding.
Ready for a friendly walkthrough of your benefits?
Pick a time that works, bring your questions, and we’ll take it from there.
Book your benefits check-in