Services

What We Do

Whether you have young kids or teenagers, you probably have questions about how your family will deal with the enormous expense of college.

We help you take control of your college costs by working with you to develop a targeted, practical action plan that reflects your resources and your priorities. The way your family will fund college is specific to your situation and your values about your kids and your money. You can’t rely on generic advice or what might have worked for others. Your plan needs to reflect what is important to you.

There is plenty of advice available about paying for college, but how much of that is relevant to you? What sets our advice apart is that we cut through the chatter to craft guidance for your needs and concerns.  As your situation changes, we will modify your plan to meet those changes.   When you have a question, don’t spend hours trying to figure it out, we’ll do it for you.

We are independent consultants working on your behalf with your best interests in mind.  Perhaps you have one specific college concern that you need help with–complications with a 529 plan, or understanding if the financial aid system will help you, whatever it might be.  You can engage us to work with you on that issue.  For most families, college presents not one issue but a series of interrelated concerns popping up along the way, from testing to applications to financial aid to evaluating acceptances. You will need help with some of those more than others.  Our approach offers packages of time to best address your concerns methodically and strategically.

 Early Stage Planning through Middle School

Ideally you began thinking about college the day your son or daughter was born. But even parents of young children, and especially those with middle school students, can benefit from Early Stage Planning.  We’ll focus on your savings goals and likely college costs and get together regularly to review your situation.

Late Stage Planning through High School

Parents with children in their teens have a shortened time frame to plan for college and the challenges they face are greater.  Our planning is centered on your needs, whether your student is a freshman or a senior.  With our Teen Connection, we become a valuable resource to your teenager to talk about what lies ahead and offer advice that some teens don’t readily accept from their parents.

Please contact us for more information on how we can help your family achieve a great college outcome.

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