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You’re All Set!

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Calling In for Your Appointment

In order to attend the consultation, you will need to call into our conference call line by dialing 888-601-7218.

Tips for a Successful Appointment

  1. Please remember to be on time. We have a limited amount of time together, and it’s important that we make the most of it.
  2. Be sure to be in a place where you can speak quietly, and take a few minutes to write down your most pressing questions before we talk.  Most people are overwhelmed with information during the consultation, so it’s easy to forget even your most pressing concerns.

Cancellation and No-Show Policy

  1. If you can’t make your appointment, please call my Scheduling Coordinator, Beth Nixon, at 626-888-3314 no less than 24 hours before your appointment to cancel or reschedule. If you can’t make it but don’t call, I won’t be able to meet with someone else who may need my help.  More than that, it’s just polite and the right thing to do.
  2. I will not refund your appointment fee if you don’t call to cancel or reschedule.

How to Prepare for Your Appointment

You must have all of the following in front of you when we speak, or we will not be able to have a productive meeting that gives you all the information you need.

If you will not be in a place where you can easily review documents during our appointment, you may email all documents in a single email in PDF format only to

  1. Your FSA ID (username and password) with you when we speak. Even if you want to speak only about a loan you know is private, it’s important that I have the full picture. Your FSA ID allows you to log into The National Student Loan Data System (NSLDS), which the U.S. Department of Education’s central database for student aid. NSLDS contains data from schools, guaranty agencies, the Direct Loan program, and other federal student loan programs. NSLDS Student Access provides a centralized, integrated view of federal student loans and grants.If you do not have an FSA ID or have forgotten it, you need to go to this website: you have your FSA ID, make sure it works by logging into NSLDS at
  2. Your most recent paystub, if you’re employed.
  3. Your 2016 federal income tax return (IRS Form 1040-EZ, 1040A, or 1040).
  4. If you are married and file federal income taxes jointly with your spouse, please also have your spouse’s most recent paystub if employed.



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