Services

What We Do

Smart planning now can save your family tens of thousands of dollars in college costs–even for parents of juniors or seniors in high school. We can help you with strategies for college visits and admissions interviews, identifying what colleges would be a good fit for your teenager, and how to most effectively apply for financial aid, regardless of your financial situation.

As a client, you can expect:

A college funding plan tailored to your family needs, values, and goals
We provide your family with a customized college funding plan that includes a combination of academic and financial strategies and how to implement them. We help parents see the “big picture” of how all the parts of the process work together, and the importance of having a good plan to follow. And even as your child starts college, your plan will continue to evolve as we monitor the strategies implemented and adjust for any changes occurring in college funding.

We believe that our clients deserve more than just a plan. Our approach is based on creating a working relationship that focuses on your family’s values, needs, and goals when it comes to college, and how to best achieve those goals. We will take the college funding process “off your shoulders” as your trusted resource, see your plan through to the end, and assist you in achieving the best possible outcome.

Resources and guidance just for your teenager
Yes, every student needs to fill out college application forms and write the requisite essays. But there are also more meaningful ways that your child can be involved in the college process. Is your teenager financially savvy? Having your child involved in this process is a wonderful opportunity for them to think carefully about day-to-day budgets before they head off to college. Is that dream school a good fit? We will work one-on-one with your student to identify the schools that will offer them best college experience based on their personal goals and needs.

Here are some of the invaluable resources your child can use and explore:

College Match: Your student’s transcripts and profile will be reviewed by an independent college admissions counselor to identify potential colleges that may be a good match for your student, as well as those colleges likely to offer scholarship money.
Career Planning Tool: In less than 45 minutes, students can take a set of four online assessments to help them identify and research appropriate majors and careers.
Athletic Recruiting Tool: Student athletes can build online profiles including their athletic and academic statistics, photos, and highlight videos in order to proactively market themselves to over 22,000 college coaches in the database.
Private Scholarship Coaching and Database: Your student will receive a private scholarship workbook full of tips on how to significantly increase their chances of winning private scholarships.  We will also work directly with your student to improve their search results from our online local scholarship database, the CFG ScholarBank^TM.

Ongoing, unlimited support
Have questions? We’re here to help, whether you’d prefer to stop by our office, call us on the phone, or check in by email. In addition, we keep you in the loop with:
One-on-one personal attention with a trusted financial expert: Each family works personally with Jonathan West, a licensed financial advisor and college funding specialist. Jonathan will guide you through the necessary financial and academic data and help you weigh the pros and cons of all potentially beneficial strategies for your family.
Financial aid form assistance: We will let you know what forms you need to complete and help you estimate your income, taxes, and the proper value of your assets. We will also calculate your Expected Family Contribution so you can estimate any need-based aid you may receive from colleges, if applicable.
Newsletters: Clients receive email newsletters to keep you up-to-date on topics such as tax law changes that affect college planning, upcoming deadlines, and breaking news.
Online Resource Center: Clients can access our member-only online resource center, full of great information on college planning for parents and students.
Teleconferences: Clients can access to periodic teleconferences on various planning and preparation topics, with prior calls archived in the Fox College Funding online resource center.

Our fee
Our fee is based on the complexity of your college funding plan, and for the typical family it ranges between $2,000 and $3,000.  We offer a discount for multiple children. In addition, we charge an annual renewal fee for ongoing support and updates while your student is in college, since each plan involves multiple years.