Team

Julia Elliott

Founder

Sarah Elliott

Client Appointment Coordinator

Team

Julia Elliott

Founder

I created Plan Guidance because I believe insurance and retirement planning should feel clear, supportive, and empowering — not overwhelming or rushed. My role is to help you understand your options, answer your questions honestly, and guide you toward solutions that truly fit your needs and goals.

As an independent insurance professional, I work with multiple highly rated carriers. This allows me to focus on what’s best for you, rather than pushing a one-size-fits-all plan. Education always comes first, and there is never any pressure or obligation.

I take pride in building long-term relationships with my clients and being a trusted resource year after year. My goal is for you to feel confident, informed, and supported — not just at enrollment, but well beyond it.

Outside of my work, I’m a wife and mother of four, and I understand how important it is to plan with both security and family in mind.

Sarah Elliott
Appointment coordinator

I’m currently a junior in high school, and I love working with people and helping them feel welcomed, heard, and supported from the very first interaction. I enjoy organizing schedules, assisting clients, and making sure everything runs smoothly behind the scenes.

Outside of Plan Guidance, I’m passionate about reading and writing, and I aspire to become an author and motivational speaker. After high school, I plan to serve a mission to help bring people closer to Christ, which is something very important to me and my faith.

Long term, I hope to follow in my mom’s footsteps by helping people through insurance and service-based work, while also pursuing my calling as a writer and speaker. I believe in the power of kindness, faith, and clear communication, and I’m grateful to be learning those values every day at Plan Guidance.

Reach Out Today


Have questions about Medicare or retirement planning? We're here to offer the support you

need.
Complete the contact form and we'll get back to you promptly.

Reach Out Today

Have questions about Medicare or retirement planning? We're here to offer the support you

need. Complete the contact form and we'll get back to you promptly.

Reach Out Today

Have questions about Medicare or retirement planning? We're here to offer the support you

need. Complete the contact form and we'll get back to you promptly.

Plan Guidance

Find the Medicare Plan Right for You

Contact Us

385-417-6550

Utah, USA

I mainly work with UnitedHealthcare, Humana, Cigna, Aetna, and SelectHealth, as these plans are frequently chosen. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1‑800‑MEDICARE to get information on all of your options.

Copyright 2026 . All rights reserved |Terms | Privacy

Plan Guidance

Contact Us

801-918-5479

Utah, USA

Find the Medicare Plan Right for You

I mainly work with UnitedHealthcare, Humana, Cigna, Aetna, and SelectHealth, as these plans are frequently chosen. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1‑800‑MEDICARE to get information on all of your options.

Copyright 2025. All rights reserved | Terms | Privacy