What is included:
A Discovery Call
We start with your current Medicare coverage, healthcare needs, questions, and priorities.
A personalized Medicare Navigation Packet
You will receive a written summary of the information we review, relevant cost considerations, and clear next steps. The contents will reflect your situation.
Help making sense of Medicare decisions
We can review coverage considerations, prescriptions, providers, plan information, notices, and enrollment steps that apply to your needs.
Two check-in calls during your six months
These give us time to revisit questions, discuss changes, and keep your next steps on track.
Useful worksheets and resources
You can use the included tools to keep your medications, providers, questions, and important Medicare information together.
Support for a caregiver or family member, with your written permission
If someone helps you manage healthcare decisions, we can include that person in appropriate conversations.
Navigator Lite may be a good fit if you:
- Are approaching Medicare or recently enrolled and want help understanding your next steps.
- Have coverage, prescription, provider, or billing questions that you want to work through with someone.
- Help a spouse or parent keep Medicare information organized.
- Want a written plan and two opportunities to check in over the next six months.
Have a single, focused question? A Pick My Brain session may be a better fit. Want year-round guidance and an annual plan review? Explore the 12-month Navigator Complete subscription.
Navigator Lite Individual
For individuals who want help understanding Medicare, organizing next steps, and working through specific questions with support over six months.
Navigator Lite Couple
For couples who want help understanding each person’s Medicare coverage and coordinating their next steps over six months.
Getting started is simple