Plan for College. Plan for the Cost.
College Admissions • Financial Aid • College Funding Strategies
✓ Understand how college admissions and financial aid work together
✓ Avoid common and costly college planning mistakes
✓ Explore scholarships, grants, and strategies to reduce college costs
The Top 3 Mistakes Most Parents Make
Myth # 1
Reality:
Myth # 2
Reality:
Myth # 3
Reality:
College Planning with a Bigger Picture in Mind
As a CERTIFIED FINANCIAL PLANNER™ professional specializing in college planning, Jian has helped hundreds of families navigate college admissions, financial aid, and college funding strategies.
With experience in education, college consulting, tax, and financial planning, she brings a comprehensive perspective to helping families plan for college while keeping their broader financial goals in mind.
Our College Planning Process
Find the Right Fit
Identify colleges that align with your student’s academic profile, goals, preferences, and financial considerations.
Understand Financial Aid
We identify the grants & scholarships your Explore financial aid, scholarships, and each college’s costs so your family can make more informed decisions.
Build a Funding Strategy
Develop a college funding approach that coordinates savings, cash flow, financial aid, and other resources while considering your family’s broader financial goals.
Testimonials
“Jian helped us understand the college planning process from a completely different perspective. She guided us through school selection, financial aid, and the financial side of college planning. We felt much more confident making decisions for our child.”
— Parent of a College Student
“We thought our income was too high to receive any financial aid, so we didn’t know where to start. Jian helped us better understand the financial aid process and what to consider when comparing colleges. Her guidance made a complicated process much easier to navigate.”
— Parent, Massachusetts
“Jian understands both education and financial planning, which made a real difference for our family. She helped us look at college choices, costs, financial aid, and funding strategies together rather than as separate decisions.”
— Parent of a High School Student
“What we appreciated most was that Jian looked beyond just getting into college. She helped us think about how to pay for college while also considering our retirement and other family financial goals. Her comprehensive approach was extremely helpful.”
— Family with Two College-Bound Students
