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Your College Planning Report

Your Custom Plan - A Roadmap For Saving ON The Cost of College

Your Custom Plan - A Roadmap For Saving ON The Cost of College

Here's how we are going to help you save on and not just for college costs - regardless of your income level:
It starts with a correct diagnosis of your situation. Just as a physician asks a patient questions in order to formulate a diagnosis and prescribe a remedy, your responses to the online data form will help us to diagnose your situation.

Based on your data form responses, we'll develop a customized college plan for you. The plan will assist you in making smart, well-informed college planning, admissions and funding decisions that can help you save on your out-of-pocket college costs and improve your retirement savings outlook.

This is how you plan for the best overall outcome and potentially save ON, not just for the cost of college!

During Your Free Consultation, We'll Answer Vitally Important Questions Every Parent With a College-Bound Student MUST Know:

  • How do I find schools that are a good academic, geographical and financial fit for my student?
  • Will we have to pay the school's sticker price?
  • How important is it to know what major to pursue from the start?
  • Are we candidates for financial aid? How much can we expect?
  • Can we improve our financial aid package?
  • Are 529 College Savings Plans the right choice?
  • Should they take the SAT or ACT?
  • Is our student eligible for merit-based scholarships? How do we obtain them?

What Sets Us Apart From The Rest?

Personalized Financial Advice

We provide you with strategic college funding advice in the areas of: Cost Management, Financial Aid, Student Loans, Savings Options, Education Tax Breaks and Cash Management. 

Student Academic Services 

Our team of college planning experts assist students throughout the entire admissions process, including: career assessment, filing financial aid forms, test prep, financial aid awards analysis and more.

Ongoing Support During The Process

Communication is key. Once we assess your unique situation, our team will be with you throughout the entire process, and will be available for any questions you might have, every step of the way. 

We're here to help

We're here to help

Our mission is to help families with the academic, social and financial components of the college admissions journey. If you and your student are serious about learning how to make the best decisions for your student's future, don't hesitate to get in touch by filling out your report and scheduling your free consultation through the button below.