We help families develop customized, holistic plans to save money on college. All of our strategies are reviewed by one of our Certified Financial Planners, and you’ll also be paired with a dedicated client service manager to walk you through the financial aid application process and answer all of your questions. All of our service packages are available for a one-time enrollment fee (no hourly or annual fees) and include the following services until your youngest child finishes college.
Customized college funding plans
Through private consultations with your dedicated client service manager, you’ll get a customized game plan detailing the most cost-efficient options to pay for college. We identify specific income, asset, and savings strategies to reduce your Expected Family Contribution (EFC) and increase your student’s financial aid eligibility.
Personalized financial analysis
One of our Certified Financial Planners will review your retirement goals and recommend low-risk solutions that optimize college savings while also providing additional income for retirement. They’ll conduct a comprehensive cash flow analysis to help determine additional cash savings available for college and retirement.
Financial aid appeals processing
We’ll review all of your student’s financial aid award letters to determine if the offers are fair. We also offer assistance with the appeals and negotiations process if there are extenuating circumstances that warrant a financial aid appeal, and we’ll help draft letter to your top-choice school if you have a better offer from a comparable college.
What does it cost?
The following service package rates are a one-time, flat fee and include a suite of services available until your youngest child finishes college.
- Consultation service package: $695.00
- Standard service package: $895.00
- Advanced service package: $1,095.00
A la carte services are also available.
For more information — and to see detailed descriptions of our service packages and a la carte services — contact us: firstname.lastname@example.org.