What we offer
We’re an award-winning organization that helps families develop customized, holistic plans to save money on college.
- We recommend unique income, asset, borrowing and tax strategies aimed at increasing your student’s financial aid eligibility.
- All of our strategies are reviewed by one of our Certified Financial Planners.
- You’ll be paired with a dedicated client service manager to answer all of your questions until your last child is out of college.
Our service packages
With the purchase of any one of our packages, you get the services until your child(ren) finish college. A la carte services are also available. If you have questions, contact us at email@example.com.
Designed to give families the resources and support they need to implement their own college funding strategies based on our recommendations.
For families with household incomes less than $125,000 and non-retirement assets under $50,000. Includes much more support than the DIY package.
Recommended for families with household incomes of $125,000+ and non-retirement assets above $50,000. Includes more complex financial strategies.
Designed for families (regardless of income) who are business owners, have a complex financial situation, or just want us to take care of everything.
* Add a one-time fee of $100 to the package price if you have 2 or more children. (Service remains available until all children complete college.)
Service Package Descriptions
Our Basic service plan is designed for families with household incomes of less than $125,000 and non-retirement assets under $50,000 with only one child going to college. It can also be sufficient for families with higher incomes who do not have a complex financial profile. With this package, your client service team remains available until your child graduates from college.
Our Basic+ service plan is suitable for families with two or more children going to college with a financial profile similar to those enrolling in our Basic Service Plan. With this package, your client service team remains available until your youngest child graduates from college.
Our Standard service plan is recommended for families with incomes of over $125,000 and non-retirement assets in excess of $50,000 and includes a customized college funding game plan because they have a more complex financial profile. Your client service team remains available until all children graduate from college.
Our Advanced service plan is designed for clients, regardless of income, who are business owners, have a more complex financial situation, or just want it all done for them. It also includes consultations, as required, with their attorney and/or CPA to assist in the implementation of strategies to reduce college costs. Your client service team remains available until all children graduate from college.
Our DIY service plan is designed to give families the resources and support they need to implement their own college funding strategies based on our recommendations. We’ll pair you with a Client Service Manager and a Financial Advisor and provide you with the building blocks you’ll need to create your own affordable plan to pay for college.
Individual services are also available a la carte and will be provided at your request.