Please be near your phone at the scheduled time. I will call you. If you can have your email account pulled up on your device we can send you information to look over while we talk. This is helpful but not necessary.


MOST IMPORTANT!! We will need to estimate your household’s estimated income for 2025. Your household includes everyone you pay taxes with – even if not every person in the household is applying for coverage. HERE is a link with useful information on how to predict that income. Estimating your income for 2025 may be difficult. Don’t stress – we will help you estimate and adjust throughout the year if needed. We just ask that you spend a few minutes before our appointment thinking about it and gathering anything that may help make the estimation – pay stubs, last year’s income info, etc

To get the most out of our meeting please have the following information together:

  1. Names, dates of birth, and social security numbers for everyone applying for coverage.
  2. If your employer offers health coverage please have information about the plans they offer, the prices, as well as when you can enroll in them (your employer’s open enrollment period may be different than the Marketplace.)
  3. List of medicines you take. (you can take a pic of the bottles!)
  4. Names of any doctors that you can not do without.


The plans on the Marketplace cover everything except dental and vision. You can buy standalone products for dental and vision any month of the year. Because of time constraints we will not be thoroughly discussing dental and vision products. HERE is a link to some information that may be useful in searching for these products. I’d be happy to set a dental appointment for after open enrollment.

For more information HERE is a very helpful page straight from healthcare.gov.


Talk to you soon!