COLLEGE PLANNING

Get your FREE College Money Report

Selecting a college for your child is one of your family's most important decisions. There are many financial factors to consider.

  • How will we pay for their college?

  • Will we go into debt?

  • Will I still be able to retire?… When?

  • What is FAFSA?

  • How do loans work?

  • Will HOPE or ZELL pay for my kid’s school?


College Money Report

IDEAL FOR HIGH SCHOOL STUDENTS WITH A STANDARDIZED TEST SCORE (ACT/SAT) AND A LIST OF 3 COLLEGES.

  • Personalized college cost report for one student at three colleges of your choice.

  • Determine how much you can really afford to pay for college.

  • Learn the real price for your select colleges

  • Get one college finance session

Get your Free College Money Report

College cost and affordability assessment

$899 - IDEAL FOR FAMILIES WHO ARE NOT SURE WHAT THEY CAN AFFORD.

  • Personalized college cost report for each of your kid’s potential colleges.

  • Explore different colleges that you may not have thought of.

  • Determine how much you can really afford to pay for college.

  • Learn the real price for your select colleges

  • Get two college finance sessions.

  • Audit of your FAFSA submittal.

Need the college assessment AND an understanding of your path to retirement?

$1,500 - IDEAL FOR COLLEGE-BOUND FAMILIES WHO WANT TO PLAN FOR COLLEGE AND STAY ON TRACK FOR RETIREMENT.

  • Personalized college cost report for one student and the colleges of your choice.

  • 3 meetings to create a full college assessment AND a retirement plan.

    • Session 1: Understand your college and retirement goals and collect financial statements

    • Session 2: Get prequalified for college and get a retirement plan.

    • Session 3: Verify action items, forward progress, and course correct as needed.