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Financial Strategies for College Planning

Unlock Affordable College Education with Our Expert Planning

At MCPT, an award-winning team is at your service to tailor a holistic and customized college planning strategy that fits your family's needs. Our goal? To make higher education affordable for everyone.

Customized Financial Aid Strategies

We specialize in crafting personalized financial strategies that encompass income, assets, borrowing, and tax planning. These are designed to maximize your student's financial aid eligibility, ensuring that college expenses become more manageable for your family.

Financial Strategies for College Planning

Navigate the college planning process with ease. Our dedicated Client Service Managers are here to guide you, providing answers and support from your initial planning stages until your student graduates. We're committed to ensuring your questions never go unanswered.

Flexible Payment Options for Every Family

Believing in education for all, we offer flexible payment plans to ensure our services are accessible. We're determined to help every family, regardless of financial circumstances, with their college planning needs. Our programs are priced to accommodate families across all income levels, ensuring no one is left behind.

Puzzle Piece denoting Discover Your Ideal College Planning Program

Discover Your Ideal College Planning Program

Not sure which college planning package suits you best? Schedule a free college planning session with us today. Let's explore your options together and start paving the way to an affordable college education for your student.

Tailored Service Plans For Your Budget

Tailored Service Plans For Your Budget

Families with annual incomes below $100,000, or those experiencing financial difficulties, are encouraged to inquire about our more affordable service plans. We offer flexible options tailored to your needs, including convenient pay-by-the-hour services.

Comprehensive Financial Planning For College

Choose the right plan for your family’s needs. Each of our service packages is tailored to the complexity of your financial situation and the level of assistance required. Our plans include a one-time fee for comprehensive support until your student finishes college.

Basic

$ 1295
00
  • Unlimited meetings and Q&A with your client service manager until your student finishes college
  • Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
  • Meetings with a FInancial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
  • Student Services meeting to asses your student's needs, answer questions, and determine if the student could benefit from additional assistance
  • SAT/ACT diagnostic meeting to determine additional tutoring required to optiize
  • College reports estimating the amount of need-based and merit-based aid for colleges under consideration
  • Tips to optimize your student's institutional scholarships to reduce college costs
  • Guidance provided on how to complete the FAFSA and CSS Profile, including a review of the FAFSA Submission Summary for errors
  • Financial aid award letter reviews and appeals process guidance
  • Assistance with verification process if required by your college

Standard

$ 1595
00
  • Unlimited meetings and Q&A with your client service manager until your student finishes college
  • Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
  • Meetings with a FInancial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
  • Student Services meeting to asses your student's needs, answer questions, and determine if the student could benefit from additional assistance
  • SAT/ACT diagnostic meeting to determine additional tutoring required to optiize
  • College reports estimating the amount of need-based and merit-based aid for colleges under consideration
  • Tips to optimize your student's institutional scholarships to reduce college costs
  • Guidance provided on how to complete the FAFSA and CSS Profile, including a review of the FAFSA Submission Summary for errors
  • Financial aid award letter reviews and appeals process guidance
  • Assistance with verification process if required by your college
  • Additional strategies and solutions for families with a more complex financial profile
  • Highly complex financial situations requiring additional hours
Popular

Advanced

$ 1895
00
  • Unlimited meetings and Q&A with your client service manager until your student finishes college
  • Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
  • Meetings with a FInancial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
  • Student Services meeting to asses your student's needs, answer questions, and determine if the student could benefit from additional assistance
  • SAT/ACT diagnostic meeting to determine additional tutoring required to optiize
  • College reports estimating the amount of need-based and merit-based aid for colleges under consideration
  • Tips to optimize your student's institutional scholarships to reduce college costs
  • Guidance provided on how to complete the FAFSA and CSS Profile, including a review of the FAFSA Submission Summary for errors
  • Financial aid award letter reviews and appeals process guidance
  • Assistance with verification process if required by your college
  • Additional strategies and solutions for families with a more complex financial profile
  • Highly complex financial situations requiring additional hours
  • Consultations with your attorney and/or CPA

*Exclusions: The service plans outlined above do not include tax planning, legal services, or direct services provided to students by our admissions, tutoring, or career services teams.

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