David Baycroft’s Medicare Consultation Worksheet
To help me prepare for your Medicare consultation and ensure the most personalized guidance, could you please complete this Pre-Consultation Worksheet?
Your confidential information about prescriptions, doctors, and preferences will help narrow down the myriad of options, so we can focus on the plans most likely to match your needs and what is important to you.
I appreciate you taking the time to answer what you can. Please don’t hesitate to contact me if you have any questions.
