Packages
Packages
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Choosing the right Medicare coverage can feel overwhelming — but you don’t have to navigate it alone. Select the level of support that fits your needs and gain personalized guidance, step-by-step education, and tools to help you make informed, confident decisions.
20 Minute session to meet and discuss what you are looking for and how I can assist you.
Investment: $25
Ideal for: Individuals new to Medicare or approaching eligibility (age 64+ or due to disability)
What’s Included:
60-min 1:1 consultation
Overview of Medicare Parts A, B, C, and D
Explanation of Medigap vs. Medicare Advantage
Guidance on key enrollment dates and how to avoid late penalties
Answers to your specific questions
Investment: $125
Ideal for: Individuals comparing plans or coordinating coverage for themselves and a spouse/parent
What’s Included:
90-minute 1:1 consultation
All information from the Guidance Session
Review of your current coverage, medications, and provider preferences
Step-by-step walkthrough of how to compare Medicare Advantage, Medigap, and Part D options
Guidance on interpreting plan ratings, networks, and formularies
Education on supplemental programs (Extra Help, QMB, SLMB, or Medicaid crossover)
7 days of post-session email support for follow-up questions
Investment: $275
*add an additional household member for $75
Ideal for: Caregivers managing coverage for aging parents or adults with complex needs
What’s Included:
2 x 60-minute sessions (initial + follow-up)
All information from the Guidance and Coverage Navigator Session
Comprehensive intake and assessment of healthcare needs and eligibility
Education on dual eligibility, coordination of benefits, and cost-sharing programs
Guidance on completing applications for Extra Help, QMB, SLMB, or other savings programs
Support in preparing questions for licensed agents, social workers, or SHIP counselors
14 days of post-session email support
Investment: $450
*add an additional household member for $75
Still need help?
Still need help?
Need help deciding? Schedule your discovery session today!
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