Medicare Annual Enrollment Period: October 15th - December 7th
Marketplace/Obamacare Open Enrollment Period: November 1st - January 15th
We believe one of the simplest ways to protect you and your family is through healthy financial habits. Our financial coaching program is built to help you at whatever stage you are with your finances. Want to learn how to budget? Need to get your debt under control (it happens to the best of us)? Your coach will work with you to help you achieve your financial goals.
Our Protection Solutions
Health Insurance
Whether you are needing help choosing your benefits at work or you are exploring coverage options for you and your family, we will walk with you and help you navigate the best fit for your needs.
Life Insurance
If you're looking to protect your family financially just in case the worst should happen, or if you are trying to plan for the future, we have solutions that will work for you!
Medicare Solutions
Medicare can be a new realm of confusing for many people. It can be even worse if you are getting blasted with phone calls. We can help you navigate your options and find which Medicare solution is right for you.
Financial Coaching
Get on speaking terms with your finances with a personal coach at your side. Need help managing debt? Tired of living paycheck to paycheck and want a strategy to a more sustainable way of life? We got you covered
Disability Insurance
Want some padding for you income in case you are ever unable to work? Disability insurance can help protect you in case of a short-term or long-term disability and help keep you and your family going while you wait to return to work.
Long-Term Care Insurance
Planning for the future can be challenging. The cost of assisted living facilities, home health care, and other long-term care solutions can be expensive, especially if you find yourself on a fixed income. We can help you plan ahead and make sure your long-term care needs will be met.
Identity Theft Protection
Keep you and your family safe from identity theft. Simple and inexpensive.
Financial Coaching for Every Stage
Manage Your Debt
Our economy makes getting into debt really easy. When you can make "easy monthly payments" on your candy bar, it is all too tempting to pay later. The problem comes when all the "pay later" finally hits and you find yourself paying later on more than you have to pay. You aren't the only one to find yourself in this situation. If you are at this stage, we've got you covered! We will give you the tools and strategies to help you navigate your debt and work your way to freeing yourself from it!
Budgeting Skills
Maybe you aren't drowning in debt, but you feel like each paycheck is eaten up as quick as it enters your bank account. With our financial coaching program, we will teach you ways to better manage the money you have so you can get some breathing room
Plan For The Future
We are not fortune tellers, but that doesn't mean we can't plan ahead. The ultimate goal of our financial coaching program is for you to feel comfortable where you and your family will be down the road. Paying off debt is great! Learning how to budget well is all fine and good! But our target is your confidence in the financial wellbeing of you and your family. Eventually, we want to give you the tools to plan for the future of you and your family!
