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.
* 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.)
My College Planning Team Service Comparison Chart
Service Package Descriptions
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. Individual services are also available a la carte.