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What happens during an annual wellness planning visit?

We use this visit to review your labs, risks, lifestyle, and goals — and build a preventive care plan just for you.

Updated over 2 weeks ago

Annual Wellness Planning Visit

Your annual wellness planning visit is more than a check-up — it’s a chance to pause, zoom out, and reflect on how your health is trending and where we can support you next.

What we cover:

  • Review of your labs, vital signs, and biomarker trends

  • Screening recommendations based on age, risk, and family history

  • Discussion of your goals: energy, sleep, cognition, metabolism, mood, recovery

  • Updates to your supplement plan, lifestyle strategies, and preventive screenings

  • Optional review of genetics or wearable data (if relevant)

  • A safe space to bring up anything else — even if it doesn’t fit into a neat box

During your annual wellness planning visit, we will cover a variety of topics to ensure that you are on track with your health goals. These topics include:

This visit is typically longer (60–90+ minutes), and we’ll send you a personalized summary or care plan afterward.

What to expect after:

After your annual wellness planning visit, you can expect to leave with:

  • Clarity on your risks and strengths

  • Specific, actionable next steps

  • A plan tailored to your goals, not just your numbers

We’ll continue to follow up on the plan via messaging or follow-up visits — this isn’t a one-and-done.

Let us know what you want to focus on most. It’s your visit, your goals, and your plan.

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