Schedule
Pick a time. Let’s talk through your situation.
Free, no-pressure, 30 minutes. By phone, by video, or in person — your call. New clients and current clients book on the same page.
Book your visit
The fastest way to book right now
Call (216) 287-8832 or email [email protected]. Or pick a time yourself, below.
New to Barb?
Book any time above. The first conversation is about your situation — what you have now, what you’re worried about, and what your options actually are.
Already a client?
Same booking link — use it for your yearly review, or any time something changes. Bring your questionnaire if it’s arrived, or print a copy here.
What to expect
About 30 minutes
We’ll talk through your specific situation — not a sales script.
No cost, no pressure
If a plan doesn’t fit, we won’t pretend it does.
Real recommendations
Written down so you can think it over — not a same-day signature.
What to have ready
- Your Medicare card (red, white, and blue), if you have one
- If we’ve worked together before — this year’s questionnaire, if it has arrived
- Your current plan card or paperwork, if you have one
- A list of your doctors and the hospitals you use
- Your prescriptions, including dosage
Don’t have all of these yet? That’s fine — we’ll work with what you have. Contact us first if you’d prefer.
Forms, if you need them
One form is required before we can talk about a Medicare plan— it’s a Medicare rule, and it applies every year. The others just make your appointment quicker. Don’t have a printer? No problem — we’ll have copies ready and go through them with you.
- Required before a Medicare conversation
Scope of Sales Appointment Confirmation Form
Medicare requires this before we can discuss any Medicare Advantage or Part D plan — every year, whether you're new or we've worked together for a decade. It only confirms which topics you've agreed to cover. It doesn't commit you to anything.
New client form
Starting with Barb? A few questions about your doctors, your prescriptions and what matters to you — the same form for Medicare and under-65 health plans.
Already a client? Your yearly forms are here.
Not sure which one you need, or looking for something else? See all the forms.