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Schedule a Consultation

Pick a time that works for you. Consultations are free, there is no obligation, and you choose the language.

Choose how you'd like to meet

  • Phone

    A straightforward call — the most common choice, and often the quickest.

  • Video

    Helpful when you'd like to look at plan comparisons on screen together.

  • In person

    Available by arrangement. Mention it when you book and we'll confirm the details.

Book your time

Online booking opens Daniel's live calendar. Prefer to talk to a person? Call and we'll find a time together.

Prefer Spanish? Say so when you book and a Spanish-speaking representative will handle your appointment.

What to expect

  • About 30 minutes, longer if you need it.
  • Questions about your doctors, prescriptions, budget and priorities.
  • A plain-language comparison of the options that fit your situation.
  • No pressure and no obligation to enroll.

Helpful to have nearby

Your current insurance card, a list of your doctors, and your medications with dosages. Nothing needs to be perfect — bring what you have.

Please do not include medical details, diagnoses or medications in the booking notes, by email or by text. We collect that information securely when it is needed.