Retirement Healthcare Navigation 1 Year Subscription

Independent, fee-only Medicare guidance to simplify your coverage, control costs, and support caregivers.

Meet Shelley and learn how Retirement Healthcare Navigation works.

Your Medicare Support System

Medicare can feel overwhelming: plans change, bills don’t make sense, and caregivers are left juggling the details. This subscription gives you a trusted partner to guide you through it all.

Choose from:

  • Navigator Lite (6 months): A focused safety net for your Medicare essentials; includes a Discovery Call, personalized Medicare Playbook, cost projections, and two check-in calls. Perfect for individuals seeking reassurance and assistance in resolving a few issues.

  • Navigator Complete (12 months): Year-round navigation and caregiver support; includes everything in Lite plus quarterly calls, expanded claims, and appeals guidance, proactive Medicare alerts, caregiver coordination, and a Five Wishes® advance care planning session.

With either option, you’ll get:
✅ Independent, unbiased advice
✅ Step-by-step Medicare guidance you can actually understand
✅ Personalized support tailored to your health, goals, and budget

This is not an insurance sales program; it’s professional consulting designed to give you clarity, reduce stress, and help you make confident Medicare decisions.


What Support Looks Like

  • Medicare check-in calls
  • Help understanding medical bills
  • Guidance during Open Enrollment
  • Prescription drug plan reviews
  • Caregiver coordination support
  • Questions answered throughout the year
  • Medicare Advantage & supplement guidance
  • Five Wishes advance care planning discussion 
  • Support after retirement transitions
  • Help understanding notices and letters
  • Coverage clarification support
  • Personalized Medicare playbook


Why I Created Retirement Healthcare Navigation


After years of helping individuals and caregivers navigate Medicare, I realized most people don’t just need enrollment help. They need ongoing guidance when real-life issues happen throughout the year.

This program was created to provide trusted, independent support so clients feel less overwhelmed and more confident in making healthcare decisions.

This is an independent consulting and education program. No insurance sales. No pressure. Just personalized Medicare guidance designed around your needs.


Who This is Best For


This program may be a good fit if you:

✔ Feel overwhelmed by Medicare
✔ Want ongoing support after enrollment
✔ You are helping a parent or spouse
✔ Recently retired or plan to retire soon
✔ Want independent guidance not tied to commissions
✔ Prefer having a trusted Medicare resource throughout the year


You Don't Have to Navigate Medicare Alone


Medicare can feel confusing, especially when life changes, bills appear unexpectedly, or a loved one needs help.

This program was designed to give you a trusted place to turn when questions arise, so you can make informed decisions with more confidence and less
stress.

Navigator Complete Individual

$1,100/year

For individuals who want year-round Medicare guidance, quarterly check-ins, caregiver support, and help navigating real-life Medicare questions and challenges.  

✔ Quarterly support calls
✔ Medicare coverage guidance
✔ Open Enrollment review
✔ Claims and appeals guidance
✔ Personalized Medicare support

Navigator Complete Couple

$1,800/year

Designed for couples navigating retirement healthcare together with ongoing Medicare education, support, and coordinated guidance throughout the year.

✔ Everything in the Individual plan
✔ Coordinated support for both spouses
✔ Shared planning guidance
✔ Caregiver and transition support