skip to Main Content


We want to help you find the best-fit college for your child at the lowest possible price for you. If you have questions or would like to schedule a free consultation, please fill out the form below and our team will be in touch with you within 2 business days. We can meet with you via phone, video conference or in person at our Naperville office, where we adhere to strict social distancing guidelines.

We can't wait to get started!

MCPT Inquiry



Educational Consultants
1001 Ogden Ave.
Suite 204
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL


Subscribe to our weekly email newsletter to get the latest college-planning updates, including information about scholarships, coronavirus-related annoucements, financial aid tips and more.

We have carefully screened and vetted a number of independent, third-party* financial planners and advisors to whom we send clients for implementation assistance once we have collected their data, completed our own analysis, and communicated our recommended strategies to them.  Each of the advisors featured on this page have been selected because of the passion they share with us for helping clients leverage financial aid and other strategies for efficient college funding to the maximum degree possible.

*Individuals and entities listed below are separate and not affiliated. You are under no obligation to use the service of any of the entities shown, and may choose any qualified professional to provide the services described.

Bob Proctor, CFP

Certified Financial Planner

Wayne Silverman, CPA

Certified Public Accountant

Jim Kraiss, CFP

Certified Financial Planner

Matthew D. Allgood, CFP

Certified Financial Planner
Joe Christopoulos

Joe Christopoulos, CFP

Certified Financial Planner

David Fortosis, CFP

Certified Financial Planner

Mary Small

Financial Advisor

Lisa Christie, CFS

Financial Advisor

Looking for our Academic Team? Click Here

Looking for our Marketing Team? Send us an email and we’ll be in touch.

Back To Top
×Close search