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.
My College Planning Team Service Comparison Chart
| Service Descriptions
(Included with your one-time fee)
|A 25-page personalized software report listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice.||√||√||√||√||√||√|
|A 30-minute teleconference with one of our client service managers to review your report and answer your questions.||√||√||√||√||√||√|
|FAFSA/CSS Profile pre-submission review.||X||√||√||√||√||√|
|SAT/ACT diagnostic to determine what is needed to reach your testing goals.||X||√||√||√||√||√|
|Scholarship tips and top sources for finding them.||X||√||√||√||√||√|
|Help with the FAFSA verification process.||X||√||√||√||√||√|
|Financial aid award letter reviews and assistance with the appeals process.||X||√||√||√||√||√|
|Unlimited meetings and Q&A with your client service manager until all of your children finish college.||X||X||√||√||√||√|
|Personal financial analysis with a dedicated financial advisor.||X||X||√||√||√||√|
|College reports estimating the amount of financial aid provided by all colleges under consideration.||X||X||√||√||√||√|
|Option to add additional children for a one-time fee of $100.||X||X||X||√||√||√||Complete, customized college funding game plan listing all strategies required to lower college costs.||X||X||X||X||√||√|
|Consultations with your attorney and/or CPA.||X||X||X||X||X||√|
Our service packages
With the purchase of any one of our packages, you get the services until your child(ren) finish college. If you have questions, contact us at email@example.com.
* 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.)
For families who need some help, but want to do things on their own at the lowest cost possible.
Suitable for families who only require assistance with their FAFSA/CSS Profile and who may also require help with the verification and appeals processes. Also includes a review of your financial aid award letters and, if required, assistance with the appeals process.
Designed for families who do not have a complex financial profile but also need to optimize their financial aid. Unlike the FAFSA Assist Package, it includes college reports for all colleges under consideration, help from our certified financial planners and access to our team until your children are finished with college.
Suitable for families who require tips on income, asset, and borrowing strategies to lower college costs. It also includes college reports for all colleges under consideration, help from our certified financial planners and access to our team until your children are finished with college.
Our Standard service plan is recommended for families that want all of the services included in the Basic Plus package, plus a customized college funding game plan detailing all of the income, asset, and borrowing strategies that can be used to pay for college. Your client service team remains available until all children graduate from college.
Our Advanced service plan is designed for clients who are business owners, have a more complex personal financial situation, or just want it all done for them. It includes everything in our Standard Service Plan but adds consultations, as required, with your attorney and/or CPA to assist in the implementation of strategies to reduce college costs.
We may adjust your fees on a sliding scale based on your family’s ability to pay. Those who do not wish to purchase one of our service packages may
consult with us at our prevailing hourly rate.
Billie Jo Weis
Billie Jo received her BA in accounting from San Jose State University and quickly attained her CPA license. She has over 20 years of experience in accounting and finance at a variety of companies including Symantec Corp, Thomas Weisel Partners (a San Francisco investment firm) and several Silicon Valley startups. Her most recent experience is in small business bookkeeping, family budget analysis and individual/small business tax return preparation.
Matt received his BA from Northern Illinois University. He has over 10 years of experience in Assisting families to understand the enrollment and financial aid process within Higher Education. His most recent experience has been Managing the Student Finance Operations team for a large proprietary University and specializes in: FAFSA, the appeals process, reviewing award letters and Title IV Funding options.