You've probably already done some Medicare research and may even have an idea which direction you want to go. This 30-minute conversation gives us a chance to look at what you're considering and make sure it fits you — your doctors, prescriptions, budget, travel and priorities. No pressure. No obligation. Just a second set of experienced eyes before you make an important decision. BEFORE WE TALK: After scheduling, you'll be asked to complete a required Medicare Scope of Appointment form. It simply identifies what you'd like to discuss and does not obligate you to enroll in a plan.