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Student Loan Consultations

Thank you for scheduling your Student Loan Consultation! We look forward to meeting with you to discuss the possibilities!

By scheduling your Student Loan Consultation, you are engaging with our firm as a client for a limited, 30-minute consultation and have agreed to the terms and conditions below:

Student Loan Consultation Agreement - 8.8.23.pdf

**Should you wish to terminate this agreement prior to your scheduled consultation, you have five (5) business days to do so and receive a full-refund. After five (5) business days the fee is non-refundable.**

Our Firm's Form CRS, Form ADV Part 2A, and Privacy Policy are located below to meet the delivery requirement set forth when you scheduled your Student Loan Consultation:

Form CRS - 8.8.23.pdf

Form ADV Part 2A - 8.8.23.pdf

Privacy Policy - 8.8.23.pdf