Your Blueprint Session Is Confirmed.
Patrick Garrett can't wait to go over your checkup results and build your custom retirement roadmap with you.
2026 Retirement Coverage Gap Checklist (PDF)
Sent to your inbox. You can also download it right now below.
Here's What to Expect
No long forms to fill out, nothing to get ready — just show up ready to talk about your goals.
Confirmation Email
Sent to your email with calendar links and Patrick's direct contact details.
Friendly Reminder
Our team will send a kind text and email reminder 24 hours before so your session stays on track.
One-on-One Session
Patrick will call you at your phone number to go over your score and give you your written plan.
Nothing to Bring or Prepare
Just have a general idea of your current health coverage or Medicare card handy if you can. If not, that's totally fine too — that's part of what the Blueprint session helps clear up!
"Thank you for trusting us with your retirement checkup. I look forward to speaking with you soon!"
