Complete the steps below to connect with your advisor
STEP ONE
1
Watch This Short Video to Prepare for Consult
Watch This Short Video to Prepare for Consult.
STEP TWO
2
What To Do Next
Complete these quick steps to secure your scheduled call.
1
What To Do Next
You’ll receive two emails: an invitation email with the exact date, time, and meeting link for your consultation, and a “Meeting Booked” confirmation email confirming your scheduled appointment.
Invitation Email
In the invitation email, you’ll find your meeting link along with the option to reschedule or cancel the meeting if needed.
2
Check Your Calendar
The meeting is automatically added to your calendar so you don’t miss it. Simply check your calendar to view the details.
STEP THREE
3
Attend Your Meeting Via Your Computer Not Your Phone
This meeting will be held via video call. Please join from your computer for the best experience, as we’ll be sharing our screen during the session.
FINAL STEP
4
Answers to Some FAQs
Answers to some common questions about the process.
