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By filling out the form below, we understand that you are ready to talk specifics and find the best possible college experience for your student. Our team will be in touch with you within 2 business days. We gladly use video conferencing or phone calls for clients who are unable to meet in person.

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OFFICES

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

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

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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 info@mycollegeplanningteam.com.

Do It Yourself (DIY)
$295
Sale: $195 through 7/31/20

Designed to give families the resources and support they need to implement their own college funding strategies based on our recommendations.

Basic
$495*
One-time fee

For families with household incomes less than $125,000 and non-retirement assets under $50,000. Includes much more support than the DIY package.

Standard
$895*
One-time fee

Recommended for families with household incomes of $125,000+ and non-retirement assets above $50,000. Includes more complex financial strategies.

Advanced
$1,095*
One-time fee

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

Basic

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.

Basic Plus

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.

Standard

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.

Advanced

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.

Do-It-Yourself (DIY)

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.

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