Student Loan Discovery Form
During our brief Discovery Call, we'll review the information you provided in your discovery form to understand your student loan situation. We'll ask targeted fact-finding questions to clarify your needs and goals. Based on this discussion, we'll determine the most suitable services we can offer and recommend a specific consultation meeting to delve deeper into your options and create a personalized plan. This initial call helps ensure that our follow-up meeting is focused and tailored to your unique circumstances.