Evaluation & Direction Meeting

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

 

DIY or Full Services:

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Submit Student Information Prior to Our Meeting

You will receive an email with instructions on how to submit documents. I will review 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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This session equips you with the tools and insight to confidently manage the college planning and application process on your own. If you decide you need more support later, you’re welcome to book hourly consultations, request individual application audits, or upgrade to a full-service package—the cost of this meeting will be credited toward that package.

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Choosing your college planning partner is a personal and important decision. By offering services this way, I aim to answer your immediate questions, provide tailored guidance specific to your student, and give you the flexibility to move forward—whether that’s continuing on your own, finding another counselor, or returning to work with me. My mission is to ease the burden of college admissions. I take on a limited number of full-service clients each year, and for others seeking support, I offer hourly sessions or can refer you to a trusted partner.

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RESERVE NOW​​

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