College Planning Doesn’t Have to Be Overwhelming
From choosing the right colleges to navigating admissions, financial aid, and funding strategies, we help families make informed decisions every step of the way.
What Is College Planning?
College & Career Planning
Identify academic and career interests and build a college list that fits your student’s goals, strengths, and preferences.
Admissions Strategy
Develop a personalized admissions plan, including application timelines, college selection, essays, and application guidance.
Financial Aid Planning
Understand FAFSA, CSS Profile, scholarships, grants, and financial aid offers so your family can make informed college decisions.
College Funding Strategy
Coordinate savings, cash flow, 529 plans, financial aid, and other resources to help fund college while considering your family’s broader financial goals.
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-
College & Career Planning
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College List Development
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College Choice Review
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College Essay Review
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Up to 10 Student Meetings
deluxe
College Planning Program-
Everything in Essential, plus:
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Expanded Student Support
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FAFSA & CSS Profile Guidance
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Financial Aid Award Review
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College Cost Comparison
PREMIUM
College Planning Program-
Everything in Comprehensive, plus:
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Ongoing Student Support
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Financial Aid Appeal Guidance
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Multi-Year College Funding Strategy
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Family Financial Planning Integration
WE ADDRESS WEALTH TRANSFERS PROACTIVELY TO PREVENT COMMON PITFALLS
Avoiding losses often presents greater financial opportunities than solely focusing on “picking winners”…
STUDENT-CENTERED PLANNING
Every student is different. Our recommendations begin with the student’s goals, strengths, interests, and individual needs.
COLLEGE AND RETIREMENT TOGETHER
Paying for college should not be considered in isolation. We help families evaluate college funding decisions in the context of retirement and other financial goals.
THE WHOLE FAMILY PICTURE
College decisions affect the entire family. We consider college costs alongside your family’s financial priorities and long-term goals.
INFORMED FINANCIAL DECISIONS
We help families understand college costs, financial aid, and funding options so they can make informed decisions with greater confidence.
