Confirm the fit
Ask about relevant experience, qualifications, and approach.
Request an advisor match
A clearer path starts witha few simple details.
Request a match with a CHCA advisor. Tell us what kind of healthcare-planning guidance you are looking for. CHCA will review your request and, when an eligible advisor is available, may share it with one advisor who meets our certification, licensing, state, and availability requirements. A match is not guaranteed.
- Nationwide matching
- Virtual or in-person preference
- No obligation to engage an advisor
Request received
Thank you, . Your match request has been submitted.
CHCA will review these details and a matched advisor will contact you directly.
Your preferences
- Location
- Meeting
- Help with
- Text updates
Planning fees vary by service and are disclosed before you agree to work together. A match never obligates you to engage an advisor.
Submit another requestBefore you agree to work together
The first conversation is yours to evaluate.
A match is an introduction, not a commitment. Use the conversation to understand the advisor and the proposed work.
Understand the scope
Be clear about what the planning service includes and excludes.
Review compensation
Planning fees, commissions, or both should be disclosed before you agree.