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GET IN TOUCH

We want to help you find the best-fit college for your child at the lowest possible price for you. If you have questions or would like to schedule a free consultation, please fill out the form below and our team will be in touch with you within 2 business days. We can meet with you via phone, video conference or in person at our Naperville office, where we adhere to strict social distancing guidelines.

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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@r8l.64d.myftpupload.com.

FAFSA Assist
$295
One-time fee

For families who only require assistance with their FAFSA/CSS Profile and who may also require help with the verification and appeals processes.

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.

Basic Plus
$695*
One-time fee

For families (regardless of income) who are business owners, have a complex financial situation, or just want us to take care of everything.

Standard
$895*
One-time fee

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 clients, regardless of income, who are business owners, have a more complex financial situation, or just want it all done for them.

* 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

FAFSA Assist

Our FAFSA Assist plan is suitable for families who only require assistance with their FAFSA/CSS Profile and who may also require help with the verification and appeals processes. Though it also includes a review of your financial aid award letters, it does not include college reports, help from our certified financial planners, access to our team until your children are finished with college.

Basic

Our Basic service plan is designed for low-income 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.

Basic Plus

Our Basic+ service plan is suitable for middle income families who require 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.

Standard

Our Standard service plan is recommended for middle to upper-middle income families, all 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.

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 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. Individual services are also available a la carte.

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