Your appointment is booked. Here is how to prepare.
Thank you for scheduling your appointment with Adam. Before we meet, please watch the short video below and complete the intake form so I can better understand your situation and prepare for a more useful conversation.
Watch this short video before your appointment.
This video explains some of the major Medicare changes for 2027 and gives helpful context for the conversation we will have together. It is designed to help you feel more informed before our meeting.
Complete your intake form.
Please complete this form before your appointment so I have your most up-to-date information, including your doctors, prescriptions, pharmacy, and any recent changes. This helps me review everything in advance and make our time together more focused and personal to your needs.
Please complete both steps before your appointment.
The information you submit goes directly to me and is kept strictly confidential. Taking a few minutes to complete this before we meet helps us spend less time gathering basics and more time discussing the options that make the most sense for you.
A better meeting starts with better preparation.
My goal is to make your first appointment clear, thoughtful, and centered on what matters most to you. When you complete the video and form ahead of time, I can come prepared to guide the conversation with more clarity and care.