Panel 1

The Problem

We know that you want to help pay for your child’s college education and save for your retirement. In order to do that, you need to know how to best navigate the college planning process.

The problem is paying for college is expensive and overwhelming. One mistake can cost you tens of thousands of dollars. You’ve probably laid awake at night wondering…

What if it’s not the right college? • What if I miss a deadline? • What does FAFSA even mean?

What if they don’t get in? • Are their test scores high enough?

Did we look at enough schools? • Will the guidance office ever call me back?

Will I overpay? • Will student loans cripple me or my child for decades?

What if they are in for 6 years instead of 4?Retirement is right after college; will I be okay?

How will we pay and save for it all?

All this probably makes you feel overwhelmed and ready to give up. There are also the demands of work, kids, and life to contend with.

Panel 2

The Solution

We believe you deserve to be in control of your finances, not the colleges. We know how overwhelming it is to plan for your child’s future and yours. So, with our teams of experts and over 80 years of combined experience, we created a simple 3-Step plan to guide your family through the college planning process without sacrificing your retirement.

Step 1


Focus on the Family

Together, we’ll discover where your family is financially. Then develop strategies to minimize your Expected Family Contribution, create a plan to pay for college, and set you up for retirement.

Step 2


Focus on the Student

We’ll focus on your student with coaching, test prep & more to set them up for the best chance of acceptance into their dream school with the most amount of free money.

Step 3


Focus on the College

We’ll help your family pick the right college and help with the admissions process, including Financial Aid. We’ll also evaluate the Financial Awards to make sure you get the best aid packages.


Schedule a free consultation to discover opportunities available to you today!


Panel 3

Schedule a Free Consultation

During our 1-hour Free Consultation, we’ll learn about you and your family and where you feel you need help. We’ll also take a high-level look at where the family stands financially and estimate your Expected Family Contribution (EFC) and see if you can lower it. And of course, we can answer any other questions you may have.

All Free Consultations are held via Zoom or GoToMeeting.

Use the calendar below the video to schedule.

To make the most of the meeting and estimate your EFC, make sure to gather your documents listed in our Free Consultation Checklist.

Schedule Now!

Click on a blue date to pick a time.

Panel 4 Placeholder