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Before we meet

A few questions before your meeting

Your answers give your advisor a picture of where things stand, so your first conversation can be about your plans rather than paperwork.

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  • 12 to 15 minutes

    Ten short steps, one topic at a time.

  • Estimates are fine

    Round numbers work. Nothing needs to be exact.

  • Save and return

    Stop anywhere and we will email you a link back.

Schedule Appointment
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Schedule Appointment

Pre-Meeting Questionnaire