About

Meet Your College Planning Coach

Making College Affordable One Family at a Time
Our Services

Our Mission


Our mission is to provide clarity and reality and minimize the stress so you can actually enjoy your students last few years of high school. We help you make the informed decisions you need to save you and your student from a lifetime burden of debt without having to sacrifice or put off your own retirement goals in the process. We are here to make college affordable, one family at a time.

Our Approach


At Your College Planning Coach we use a structured approach to help you accomplish your goals for your student’s college education. We have assembled a team of experts to provide your student the tools needed to find their career path, major, and find the right fit college they will flourish in, all without breaking the bank! We provide parents with a complete financial education so you can make the decisions that will work for your family and help minimize your college out of pocket expenses.

LUANNE LEE


Your College Planning Coach

Luanne has undergone extensive licensing and training as a Certified College Planning Specialist and for the past 15+ years has devoted her financial services practice to providing financial education and efficient solutions to families.

In 1973, Luanne graduated from Dartmouth HS, Dartmouth, Massachusetts. She followed her heart to attend Western Michigan University in Kalamazoo, MI with her then boyfriend Jim Lee. Jim and Luanne married in September 1975. They have 2 grown children, 3 beautiful grandchildren, 3 dogs, 2 cats,1 grand-dog and have been living on a very peaceful 12.5 acre property in Broad Run, VA for the past 27 years. One day the plan is to have a horse or two, since they believe horses and grandkids go together like peanut butter and jelly!

What made Luanne decide on a career in financial services? Her kids were almost grown and it was time for her to focus on a career outside of the home. Her financial advisor had always been so helpful. Luanne wanted to do something where she could make an impact to help families and feel good about what she did everyday and so she began her career in Financial Services in 1996.

Sometime around 2004 Luanne decided to focus on the specialty of College Planning and Funding when she saw how student loan debt was hampering so many parents and students from reaching their retirement goals. Little did she know at the time just how specialized college planning was!

Luanne has undergone extensive licensing and training as a College Financial Planning Specialist and for the past 15+ years has devoted her practice to providing financial education and efficient solutions to families maneuvering through the complex process of planning and funding for college without jeopardizing their retirement goals.

Why Luanne Lee?

Financial Expert

Specialized training to meet your needs using the latest financial tools and resources

Forward Thinker

We plan ahead and anticipate your planning needs at whatever stage you’re in.

Problem Solver

Worried that you’re too late to plan and save? We’ll get you on track right away.

Customer Focused

Our personalized approach immediately helps reduce the stress around the overwhelming task of preparing for college.
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