We are big believers in getting as much homework done as possible, in the moment. So right after a call is scheduled, we ask you to fill out an intake form for your Consultant. We know, from experience, which questions and information about student loans are important and so 10 minutes of work will make your call go so much more smoothly and ensure you get the most that you can from the hour long meeting.

Your consultation happens through GoogleMeet. It’s great to make eye contact but if you’d rather go without video, we totally understand. Most of the meeting is a screen-share from your Consultant’s screen to yours. The purpose of the meeting is to identify a strategy for loan repayment that is a best-fit for you. The federal student loans system is not simple or straightforward. If it were either, we would not exist to serve you.

Your Consultant will send you a post-meeting email identifying the steps you need to take or the (e)paperwork necessary to head down the path you are committing to with your loans, whether that is a loan payoff or loan forgiveness route. To help with this, your Consultant will provide 1 month of email support in case you run into unexpected processing correspondence with your loan servicer or studentaid.gov

Your Consultant will also provide you with their personal scheduling link if you need to do a follow up consultation later on.