Applying & paying for college are overwhelming?
Planning for college and figuring out how to finance it can be overwhelming – leading many families to abandon the process altogether! Instead of letting colleges dictate what you’ll pay, let us take charge as your college planning Project Managers. We’ll handle the heavy lifting for you!
What Is College Planning?
Crafting Your Career Path
Aligning your career goals with your college choices isn’t always straightforward. We’ll guide you in positioning yourself (or your child) for a fulfilling and lucrative career without wasting precious time and resources.
Enhancing Student Resume
Securing admission to top-tier colleges is increasingly competitive. We’ll navigate you through the college admission process, ensuring you remain on track to gain acceptance at your preferred college or university.
Advanced Financial Planning
College expenses are on the rise, but we’ll provide you with insights into alternative funding options potentially saving you thousands of dollars. These strategies, refined over a decade years and benefiting countless families, can also benefit you.
SAT & ACT Preparation
Aligning your career goals with your college choices isn’t always straightforward. We’ll guide you in positioning yourself (or your child) for a fulfilling and lucrative career without wasting precious time and resources.
Tailored Services that fit your needs
College planning Analysis
One-on-one meeting includes data collection, analyzing your college application situation, SAT/ACT preparation, and overview funding strategies tailored to your unique financial situation. This meeting will set you up for a successful college planning process.
$ 198
Career Planning and SAT/ACT Prep
Matching your career aspirations with the right college choice(s) for the most rewarding and financially advantageous career isn’t always a simple task. We’ll guide you on positioning your child (or yourself) for the best career opportunities without unnecessary time and financial investments.
$ 498
Comparing packages
Discover our carefully designed college planning packages. Explore our value-packed packages below for exceptional college application and funding relocation tailored to your diverse needs.
Basic
Student Planning Program-
Career Major Plan
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SAT/ACT Test Prep
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College Choice Review
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College Essay Review
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10 Student Meetings
deluxe
College Planning Program-
All Basic Package
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20 Student Meetings
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Yearly FAFSA Filings
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Forms and Filings
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FAFSA/CSS Profile
PREMIUM
College Planning Program-
All Deluxe Package
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Unlimited Student Meetings
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Financial Aid Appeals
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Financial Aid Negotiations
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Advanced Funding Strategies
Our Values & Beliefs
Discover our unique approach that has empowered business owners to see beyond the numbers and make informed decisions that propel their growth
We prioritize our clients as fiduciaries - Their needs always come first
We offer financial guidance to families beyond conventional industry methods. Our focus is on what's most effective and beneficial for you, rather than what generates the most profit for us.
We Address wealth transfers proactively to prevent common pitfalls
Shortfalls in college expense planning and retirement can be best addressed by initially addressing wealth drainage that may be occurring unnoticed.
we believe in principle protection and focusing on long-term strategies
Avoiding losses often presents greater financial opportunities than solely focusing on "picking winners" - losses typically have a more significant impact than gains.
We empower informed financial decisions across all aspects of clients' lives
Our approach exceeds the expectations of a typical financial planner. We emphasize prudent wealth planning and offer solutions that provide financial security both now and in the future.
