Appointments can be done over the phone or face-to-face. After gathering your personal information, we will discuss who your doctors are and what network they are affiliated with, medications and any health conditions that need special consideration.  I will educate you as needed so you can feel confident in the plan that best suits your needs. This may include a step-by- step, time-framed process of when and how to sign up for Medicare. Once a plan is decided upon I will enroll you and be your advocate going forward.

We will meet (via phone or face-to-face) every year in fall during "Open Enrollment". I will call you to get an appointment set up and that is when we will discuss the following year's plans available to you so you can re-enroll. "Open Enrollment" is from Oct 15th - Dec 15th every year. This is the time to choose the best plan for you that begins on Jan 1st the following year.

I am always available throughout the rest of the year to answer any questions.