Book a conversation

Let’s make the next step clear.

Choose a convenient time to talk through what you need, what questions you have, and how the process works.

Helpful to have nearby

  • Your general coverage goal
  • Any existing policy information
  • A deadline or lender requirement, if applicable

Google Calendar

Choose a time that works.

View current availability and schedule a 30-minute Google Meet conversation.

View available times

Appointments require 36 hours' notice. Google will email the confirmation and Meet link.

01

Choose a time

Select an available weekday appointment through Google Calendar.

02

Confirm the booking

Enter your name and email address. Please do not include sensitive health or financial details.

03

Join on Google Meet

Use the Meet link in your confirmation email when it is time for the appointment.