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Consultation Process

1. INITIAL CONSULTATION
The first step is to discuss your concerns during an initial

20- 30-minute consultation. If we decide to proceed, the following will occur.

2. LEGAL FORMS

Legal forms will be sent to you which need to be completed and returned

to my office and the completed Release of Information and Records form needs to be sent to your child's school special education director and/or principal. 

  • Release of Information and Records
  • Financial Agreement: A written contract for services must be completed, signed, and returned to me.​
  • The retainer fee must be received.

In addition:

  • OTTO Educational Consulting, LLC will provide a template or draft of a letter to your child's school informing them that you have hired me to consult with you and requesting that school records be sent to me at:

OTTO Educational Consulting, LLC.

(address will be provided privately)

3. RECORD REVIEW

OTTO Educational Consulting. LLC will thoroughly review your child's school records and summarize the findings for discussion. 

4. MEETING and PLAN OF ACTION

Next, a face-to-face or Zoom meeting will be scheduled to discuss my findings

and develop our "Plan of Action" together. 

5. MEETING YOUR CHILD

I may want to meet with your child on Zoom with you or at times in person.. This option will be mutually considered.

Please send me a digital picture of your child for my file.

6. BEGIN WORKING TOGETHER to help your child:

I am available by phone and/or email and will attend all meetings virtually as required. I will interface with all school personnel. I provide support and consultation to you, and I advocate for your child. It is best practice for me to meet the educational team working with your child on Zoom or Google Meet and if possible, to attend all school meetings to provide continuity and full understanding. However, alternatives can be arranged, if necessary.

7. (Please note that all records will be shredded if there is no activity between us for 3 years or more for confidentiality.)

- Please contact me with any questions -

  Copyright © 2007 OTTO Educational Consulting, LLC. All Rights Reserved  

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