Consultation Booking Disclaimer

Applies to all free and fee-based services offered by WAWLE, including:

• College Financial Planning (FAFSA®, CSS Profile®, appeals, award optimization)

• Insurance Protection

• Tax Strategies

• Long‑Term Care Planning

• Business Strategies

• Retirement Strategies

• Legacy Strategies

By scheduling a consultation with WAWLE, whether complimentary or paid, you acknowledge:

• The consultation is for informational and strategic planning purposes only.

• No official client–advisor relationship is created until a fee-based service agreement is signed.

• All fees, including deposits and balances, will be disclosed up front. In the case of FAFSA/CSS consulting, fees are performance-based and non-refundable once service begins.

• Renewal of multi-year support (e.g., FAFSA Year 2–4) is not automatic — families must proactively reserve renewal each year due to limited availability.