It’s that time of year again—open enrollment season. Before you click “renew,” take a moment to slow down and check in. Do your benefits still fit the life you’re living now?
In this short video, we walk through what to review, where to focus your attention, and how to approach open enrollment with a bit more ease and intention.
If you have questions about your benefits, please reach out. We’re here to help.
Uplevel Wealth is a fee-only, fiduciary wealth management firm serving clients in Portland, OR, and virtually throughout the U.S.
