# What to Bring to Our First Call

Fifteen minutes of prep makes the conversation twice as useful.

- [ ] Last year's tax return (Schedule C / E / F if self-employed)
- [ ] A rough income guess for THIS calendar year
- [ ] Your doctors' names and locations
- [ ] Your prescriptions and dosages
- [ ] Current plan details if you have one (carrier, premium, deductible)
- [ ] Any employer or spouse coverage offers on the table
- [ ] Questions you have been sitting on — none are too basic

Book: https://bishopplans.com/contact
Free to share. Not legal or tax advice.