For an education appointment, we usually ask that you bring at least the last two years of the student’s records, but please also bring anything else you think will help us to understand your child’s needs. It will streamline your appointment if you put the records in chronological order and bring a copy for us to review. Write down any important questions that you want to be addressed so that we can be sure to cover them during your appointment. Think about the problems your child is experiencing. Most importantly, think about what your child needs, and what you would like to achieve at the end of the process. We will explore all of this with you at the appointment, review all of your options, and work with you to put together an action plan to achieve the results you want.
For an estate planning appointment, we ask you to fill out our Estate Questionnaire and to bring it with you to our meeting.