Contact & booking
Book your session — or just ask a question.
Pick a time that works below, or send a message about services, webinars, and press inquiries.
Step 1 of 1
Choose your session & time
Booking takes about two minutes — you'll pick your session type, complete a short intake form, and pay securely, all in one step.
Get in touch
Questions before you book?
Whether it's about which session fits, a webinar for your organization, or a media request — send it over.
Call or text
(619) 880-1584Mailing address
421 Broadway, #5162, San Diego, CA 92101
FAQ
Good questions, straight answers
Sessions are educational consultations focused on your student loan strategy. Kathleen is a CFP® professional and CSLP®, and she'll bring full financial-planning context to your situation — but sessions are not investment, legal, or tax advice. For guidance specific to those areas, consult the appropriate licensed professional.
It's based on complexity. Haven't borrowed yet? Pre-Debt Plan. You're the only borrower? Single Borrower. Married and your spouse has no loans? Married Borrower. Both of you carry loans? Dual Debt. The 30-second matcher on this page will point you to the right one.
Your loan details (a studentaid.gov download works great), your most recent tax return, and a rough picture of household income. You'll get a short intake form when you book so Kathleen can prepare before the call.
A clear, personalized action plan — which repayment plan to choose, how to file, what to do about forgiveness, and the exact next steps — plus 30 days of follow-up email support for questions that come up as you execute.
Fees are based on complexity, not upsells. Adding a spouse — and especially a second loan portfolio — multiplies the analysis: tax filing scenarios, community-property rules, two forgiveness clocks. You only pay for the depth your situation actually requires.