College Financial Planning

University of sign with water fountain - as College Financial Planning cover


Our goal for each family is two-fold.

First is helping your student understand which college would be the best fit for them, and them helping to position you student to stand out among the others competing to get into the college(s) or their choice.

Second is helping to provide parents of college-bound students with guidance in all areas of the college financial aid process, including how to make college more affordable by managing the financial aid process on their behalf, working closely to identify all of the grants, loans and scholarships available, and helping submit all of the multiple forms that are associated with the process.

When done correctly, these costs shouldn’t have to derail the parents’ financial plans for their future.

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