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What to look forward to

  1. A friendly fact finding phone call and or email.
  2. In depth “diagnosis” of what will help you the most.
  3. A personal meeting, generally less than an hour, to lay out our path ahead.
  4. Easy to understand enrollment to a complicated system.

What will you need at our meeting?

  1. Social Security number for each enrollee.
  2. A voided check if you want direct payment set up.