Build your nest while I help you navigate the rest.
I specialize in insurance education for parents and working as a postpartum doula serving San Diego families.
Understanding insurance during the most transformative & vulnerable phase of life - building & raising a family - is nothing short of life changing. After talking with hundreds of parents, the consensus is clear; nobody felt confident about how to use their medical insurance and they were all surprised by at least one big bill. Creating a plan ahead of time, by learning how to maximize everything available through your job and/or spouse’s job, will save you from stressful and expensive lessons later.
Resources Tailored to Your Life Phase
Depending on where you are in your family building journey and your budget, you may need a little help or a lot of help. I got you! I offer multiple options and service tiers. This was thought out with a lot of intention, with the goal of giving you the exact information you need right now. (Because I know from experience you don’t have time for anything extra!)
These are guaranteed to increase your knowledge, confidence, and provide lifelong skills you will use to care for your family’s health for years to come.
Choose your life phase from the main menu to see all the various resources I’ve created especially for you!
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Designed to give parents a high-level roadmap to understand all insurance, benefits, and parental leave options before getting pregnant to ensure you use everything available. Especially valuable for first-time parents!
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Everything you need to know to understand (and fully use) your insurance, company benefits, and parental leave to prepare for birth and a new family member.
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No matter what your family’s phase or needs, I can provide guidance and support to make sure you know everything necessary to maximize your insurance, benefits, and leave rights.
Want to Chat?
Schedule a free 20-minute call if you have questions about my resources, courses, or consultation options. I know we can find the tools to help your family.
Why This is Needed
Medical insurance in the United States is extremely complicated, to say the least. Each year it seems to get more complicated and the person who suffers the most is you - the average American trying to start and raise a family.
I’ve worked in corporate HR for 13 years. I’ve had a seat at the table when company-wide benefit decisions are being evaluated and hard choices have to be made. I’ve also had hundreds of conversations with parents and have answered countless benefit questions. I know what it’s like to look at all this through the lens of a spreadsheet and through the lens of a mom caring for a tender, newborn baby. My knowledge is not theoretical - it is first-hand and based on the real world.
Throughout my career, I developed a strong passion for helping parents. Then I had my son and learned firsthand the financial stress and confusion insurance causes before and after the birth of a child. Despite all my experience, I still made many mistakes. My biggest goal is to save you from as many expensive and hard lessons possible - so you can focus on the fun stuff & your bundle of joy!
So, after 13 years inside HR, I’m now on your side of the table.
What it’s like working with me
“Thank you for everything you’ve done for us! You’re so caring, approachable, and patient, and whoever gets to work with you in the future will be so lucky.”
“You are such a ray of light and I appreciate you so much. I feel like you are always looking out for others and are so humble and helpful. Thank you so much, Cassi.”
“The knowledge you share and the way you ensure I understand the ins and outs of benefits, taxes, and more empower me to make better decisions in my life, which directly impacts [my family]. I’m so grateful for the researcher you are and the generous sharer you’ve always been….you make our community better, Cassi.”
“Exceptional service taking care of us during our life events. Thank you so much!”
“Thank you for always looking out for me! You have saved me 100 times with benefit stuff, moving out of state, moving back in state…and overall quality of life…You are amazing!”
“The whole process of having a baby is frightening one at times. Any questions I had when it came to benefits you always took the time to make sure I understood. Helping people understand their benefits in a situation critical to their life is a gift that can keep on giving if the person takes advantage of the opportunity. You give people a fighting chance by helping them understand…”
“Cassi provides amazing service every day. Her knowledge and assistance with benefits, pay, etc. is amazing.”
“Cassi is always caring, helpful, and responsive and goes the extra mile.”
Have Questions? Let's Talk
Send us a quick note and I’ll get back within one business day.