Step 1: Introductory Call
Book a short, no-cost initial phone consultation. We'll talk through your general situation and decide what kind of meeting works best for you.
Step 2: Personalized Medicare Meeting
We'll meet via Zoom, phone, or in-person at your home, a local coffee shop, or wherever you're comfortable. I'll walk you through your plan/pricing options and answer all your questions.
Step 3: Confident Coverage
You'll choose the Medicare plan that fits your needs and budget. I'll support you through the enrollment process and answer your questions along the way.
Step 4: Ongoing Support & Yearly Check-Ins
Medicare isn't a one-time decision. It evolves with your life. I'll be your ongoing resource for annual plan reviews, helpful reminders, and updates you can count on. A real person you can reach out to when you have questions.