After our call you'll have the choice to schedule a

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Evaluation & Direction Meeting

Location:   San Carlos Office or via Zoom
Cost:          Paid service — credited toward a full-service package if you choose to continue.​

 

Eval & Direction Meeting - Agenda:

Submit Student Information Prior to Our Meeting

• You will receive instructions on how to submit documents in our consult call. I will review the documents in preparation for our meeting.

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During our meeting, you will receive:

• An evaluative report assessing the student's preparation in relation to the colleges you've listed as schools of interest.

• A customized college list that includes application requirements and strategic notes tailored to each school and further suggested match schools.

• Options for wealth preservation for college financing.

• Answers to any specific questions you may have regarding your candidate.​

• Access two portals: Student Portal & Parent Portal, where you may continue tracking and planning your college planning process, with access to my proprietary admissions database by CounselMore. 

• Guidance on next steps.

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After the Eval & Direction Meeting, you'll have the choice of continuing with:

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DIY or Full Service package:

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Continue to DIY your journey:

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This Evaluation & Direction meeting, equips you with the tools and insight to confidently manage the college planning and application process on your own.

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Choosing your college planning partner is a personal and important decision. The Eval & Direction meeting answers your immediate questions and sets you up for success. 

 

Choosing the DIY option, you have the flexibility to move forward—whether that’s continuing on your own, finding another counselor, or even returning to work with me or a member of my team.

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Continue to a Full Service package:

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Choose a Full Service Package with dedicated 1:1 support through your college readiness and college application journey. The details of this all inclusive option will also be discussed in our consult call.

 

I take on a limited number of full-service clients each year.

 

When I am at capacity, I offer hourly sessions or will refer you to a trusted partner.

It all begins with a free consult call.

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RESERVE NOW​​

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