Services We Offer
Below are three of our most popular offerings. If you are not sure which one is right for you or you would like to try our complimentary service, click below to get your own College Money Report!
College Consultation
Part of step 1 of any college planning process, you will review with our professional team your college options and how much it will cost you. The outcome is knowing which colleges may fit your student and determining the family contribution for you!
$597
Helps you pick the best fit schools for your student
Personalized College Report
Eligible Scholarships/Merit Money
Right Fit Schools
90 Minute duration with our professional counselors
Complete College Solution
One of our most popular programs for families that want a "turn-key" solution in the college process. This is for those that want to save hundreds of hours planning, doing forms, selecting schools, and working with your student(s). NOTE: The program is for 1 student, additional students receive a significant family discount.
$7897*
Our Complete "Done For You" Solution
College Consultation Package
Financial Optimizer Package
Personal College Counselor
Counseling all the way to the first day of college!
FAFSA/CSS Filing
Student Positioning
And a LOT more!
*Payment Programs Available
Tuition Optimizer Solution
This service is for people who have a good idea of the schools and the cost, but need a way to pay for it effectively without spending all savings and income or who just want to keep what they have. It is IDEAL for parents that want to holistically look at how to pay for college and fund everything else without sacrificing lifestyle.
$3497*
A Financial Solution on how to keep more and fully fund college
Analysis of financial assets
Create your own "bank" strategy
Learn how to position assets to avoid schools from including them in your family contribution
Work with a CFP® Practitioner who is trained in college planning
Lifetime Access to our College Planning Portal
ADD the college consultation for just $199
Not Sure? Book a complimentary call AND receive a coupon for up to 50% OFF for talking to us first!
Not Sure Which Package?
How about finding out the cost of 3 colleges and their admission criteria, with our complements! Just click below to begin the process! This is based on the College Consultation package tool that we use to help parents every day!
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