Work With the Expert. Make the Best Decision.
Work directly with the expert behind Plan Shaman, Matt Allen. With over a decade of experience helping early retirees, we have designed this three session decision process to ensure you end up with the best plan for your specific situation.
You will gain clarity on your options, understand the tradeoffs, and choose a plan that aligns with your income, lifestyle, and risk tolerance.
Watch the Overview
The Sessions
Session 1
Your Situation
Book a 15 - 30 minute zoom meeting to understand your situation.
The items we will be talking about are your household income, household structure, health profile, wants, needs, and your current coverage.
Session 2
Clarity on Your Options
This session is about understanding the full landscape of health insurance available to you.
We will talk about all of the different carriers, how the ACA Marketplace works, the pricing, and the tradeoffs.
Session 3
Decision and Execution
Session three is to answer any remaining questions and get you enrolled for the plan.
We will talk about how the plan works, what the expectations are, and how our team can help throughout the year.