Book a Call
Book time with Sam Newland, CFP.
Grab a 30-minute benefits-strategy call to review your current employer plan, walk through funding options, and map the next twelve months so 2026 lands clean.
Employer plan reviewCensus, claims, renewal trend, and where the money is actually going.
Funding optionsFully-insured, level-funded, self-funded, ICHRA, captive, PEO. Where the fit lives.
2026 roadmapOpen enrollment, renewal timing, and the moves to make in the next quarter.
Pick a time that works
What to expect.
Calendly-style scheduling
Pick the slot that works, get a confirmation, and a calendar invite lands in your inbox. Zero phone tag.
Free 30-minute call
Half an hour, structured, on Zoom or phone. We move at your pace and stop when the time is up.
No sales pressure
If we are not a fit you will hear it directly. The point is to leave you with a clearer read, not a quote you did not ask for.