Navigator Lite: Six Months of Personal Medicare Guidance

Medicare questions do not always end after enrollment.

Inside Your 6-Month Support Plan

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.

Who Is This For?

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.

  • Discovery Call
  • Personalized Medicare coverage guidance
  • Personalized Medicare Navigation Packet
  • Enrollment guidance*
  • Two check-in calls
  • Caregiver participation with written authorization
If enrollment spans 6 month program period

Navigator Lite Couple

For couples who want help understanding each person’s Medicare coverage and coordinating their next steps over six months.


  • Discovery Call
  • Medicare coverage guidance for both spouses
  • Personalized Medicare Navigation Packets
  • Coordinated enrollment guidance*
  • Two shared check-in calls
  • Caregiver participation with written authorization
If enrollment spans 6 month program period

Getting started is simple

  1. Enroll. Choose individual or couple enrollment.
  2. Prepare. Review the welcome materials, sign the service agreement, and complete the intake worksheet.
  3. Meet with me. We will discuss your situation during your Discovery Call.
  4. Keep moving forward. Use your written materials and two check-ins during the six-month subscription.