Our Services

Our Services

Making College Affordable One Family at a Time

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Includes analysis of your current situation, evaluation of your options, and developing a successful plan. We sift through all the college, financial services, government systems, programs, paperwork and options; eliminating the necessity to become an expert overnight, in a field you will probably not use again.

Expert advice

Includes our systematic approach, automated software, oversight and and timely reminders to ensure other students don’t get your student’s share of financial aid.

Personal Service

Includes reviewing and explaining the myriad of forms, reports, processes and other documents needed to communicate with the colleges, financial institutions and government agencies. We share best practice strategies to keep the program moving forward as quickly as possible. This includes topics not easily summarized into a guidebook or a training program.

Ready. Set. Go!

Includes support from our team completing most of the paperwork on your behalf during your initial year of application, saving you valuable time. This ensures your income and assets are both accurately categorized and reported. Most clients value this additional guidance and support, especially since it maximized their financial aid opportunity. 

Get a Headstart

Includes using our books, guides, tools, templates, forms, and reports with accurate and up-to-date information to help you achieve your college planning goals and objectives quickly. 

Additional Program Benefits

Includes our assistance beyond the college application, selection, and acceptance process. While your student is away at college, we will continue to provide coaching and mentoring to maximize the benefit of the college education and experience. Our continued support helps to minimize both the time needed to earn a degree and your out-of-pocket costs. Your success is our top priority. Please note depending on the option you choose additional years of application, financial aid, or other form completion is available at a reasonable additional investment upon request. 

Time is of the essence

The amount of time available can significantly influence the results of any financial service. While we are able to provide valuable assistance at any stage of education, getting started in middle school or early in high school will allow your family to experience the greatest value. Time is an invaluable commodity when properly positioning students and assets to create maximum leverage within the educational, financial, and government institutions. Since we are unable to turn back the clock, it is best to get started today.
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