Investment and Billing Services
Contract Evaluation Services
Contact for Agreement
School districts interested in contract evaluation services, please contact for a copy of a services agreement and costs.
Family Consultation
$175
Includes review of existing documentation (to be provided ahead to consultation meeting) and one hour of remote consultation.
Billing Policies
Direct Service Payments
Payment is required for private family consultations and district contracts per the mutually signed services agreement.
Invoicing Process
Standard invoices are issued for all professional services. For family consultations, fee is due at time of service.
Insurance Status
I am not an insurance provider. All family consultation services are provided on a direct, out-of-pocket basis.
Quick Reference
Are you accepting insurance?
No, I am not currently accepting insurance for any services provided.
How can districts get started?
Districts should reach out to request a current services agreement and a breakdown of evaluation costs.
What is included in the consultation?
The $175 fee covers a full document review followed by a one-hour remote meeting.
Are evaluations available for families?
Currently, evaluation services are primarily offered through district contracts. Families may book initial consultations.