The Process

A Straightforward Process. No Pressure.

Four steps to help you understand your options — with no obligation to enroll.

01

Start With a Conversation

30 minutes

Tell me about your situation, current coverage, priorities, and concerns. There is no paperwork, no forms, and no commitment required to have this conversation.

02

Review Your Options

Varies

We identify the types of coverage that may be available based on your circumstances — Marketplace plans, private coverage, or both — and look at what each one actually involves.

03

Understand the Details

At your pace

We discuss premiums, deductibles, copays, networks, benefits, limitations, and other important considerations — in plain language, not insurance jargon.

04

Make Your Decision

Your choice

You decide whether an option makes sense for you. There is no obligation simply because we reviewed your options. If your current coverage is the right call, I will tell you that.

Common Questions

Is there a cost to work with Matthew?

No. There is no cost to you for a coverage review or consultation. Independent advisors like Matthew are typically compensated by the insurance carrier if you choose to enroll in a plan — not by you.

Do I have to enroll in something after the consultation?

No. There is no obligation to enroll in anything. The goal of the conversation is to help you understand your options — what you do with that information is entirely up to you.

How long does the process take?

An initial conversation typically takes about 30 minutes. From there, the pace is up to you. Some people are ready to move forward quickly; others prefer to take more time to review their options.

What information do I need to bring?

It helps to have a general sense of your household income, the number of people who need coverage, and any current coverage details if applicable. But you don't need to have everything prepared — we can work through it together.

Ready to Get Started?

Schedule a coverage review and start with a conversation — no paperwork, no pressure, no obligation.

Schedule a Coverage Review