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Let us help you save money on college.

We offer free, 1-hour college funding consultations by phone or at one of our offices. If you decide to meet us in person, we adhere to strict social distancing guidelines.

Schedule your 1-hour free consultation by clicking the button below.

What’s included

— 1:1 meeting with one of our financial aid experts. Get answers to your college funding questions and concerns, and discuss the most efficient ways to pay for college based on your family’s financial circumstances.

— 3 customized financial aid reports for colleges of your choice. These include an accurate estimate of your EFC using the federal and institutional methodologies, and show a breakdown of the need-based gift aid you can expect at each school based on your financial situation.

— Personalized recommendations. We’ll suggest income, asset, tax and borrowing strategies you can consider to reduce your college costs.

What to bring

  • Your most recent tax return
  • A list of non-retirement assets
  • Your home equity amount
  • A list of your child’s top 3 colleges
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