Nationwide matching
We consider the state where you live.
How matching works
A clear path tothe right conversation.
Tell us what kind of help you need. We use a few practical preferences to identify a Certified Health Care Advisor™ who can contact you directly.
- Available nationwide
- No directory to search
- You decide whether to continue
Certification status
Matches require active CHCA certification in good standing.
Direct introduction
Your matched advisor reaches out to you.
From request to conversation
Four steps, with a clear decision at the end
The process is designed to make the introduction easier while keeping the decision to engage with the advisor in your hands.
What this isA guided introduction
based on a few practical preferences.
- 1
Your request
Tell us what kind of help you need
Share your name, contact details, state, preferred meeting format, and the type of help you are looking for.
The request is intentionally short and focused. - 2
Our review
We apply the matching criteria
We consider your state, meeting preference, and type of help, then identify an advisor whose CHCA certification is active and in good standing.
You do not need to search through a directory. - 3
The introduction
Your matched advisor contacts you directly
CHCA shares your request and contact details with the matched advisor, who reaches out directly. You can ask about experience, approach, availability, and planning services.
The first conversation helps both of you understand whether the fit feels right. - 4
Your choice
You decide whether to continue
Before you agree to planning work, the advisor explains the proposed service, planning scope, fee, any other relevant compensation, and next steps.
You choose whether and how you want to move forward.
What guides the match
Three details keep the process focused
We use these preferences to narrow the introduction—not to make healthcare decisions for you.
-
Location
Your state
We use your state to identify advisors available in your area. You can confirm licenses relevant to your situation in the first conversation.
-
Meeting format
Your meeting preference
Tell us whether you prefer virtual, in person, or either, depending on advisor availability.
-
Type of help
The help you need
Share the healthcare decision, cost concern, or transition that matters most right now.
Ready when you are. Start with your situation and preferences.
Request an advisor matchA transparent matching process
Understand what CHCA confirms—and what to ask next
Matching creates an introduction. Your conversation with the advisor is where you confirm experience, services, compensation, and fit.
What CHCA confirms
Active certification and good standing
CHCA certification reflects specialized education for trained, personalized guidance. For matching, CHCA confirms only that the certification is active and in good standing.
This is not a background check or an independent
verification of every professional license.
What to discuss with your advisor
Services, experience, fees, and compensation
- Professional licenses and relevant experience
- The planning service and what it includes
- The planning fee before work begins
- Any commissions or other relevant compensation
Planning fees vary by service and are disclosed before you agree to work together. Depending on the advisor and service, compensation may include planning fees, commissions, or both.
Your next step
Ready to tell us what kind of help you need?
Share your state, meeting preference, and type of help. We’ll use those details to identify an advisor who holds active CHCA certification and is in good standing.