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.

 Early Stage Planning

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

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.

Consulting

Maybe you just have some questions about your 529  plan, or how the financial aid system forms are filled out, or how to compare financial aid award letters.  Whatever your concerns, you don’t need a package deal to get advice.

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

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