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Let's talk about your concerns, what you've tried, and what needs to be re-worked. Let's agree on your destination and lay out the path to get there together. Your story can have a happy ending for your whole family, for today and tomorrow. We know how to get you where you want to be.
Explore the steps
We get to know your unique financial situation. What are your worries? What are your strengths? Whether your finances are in good order or need reworking, we position your finances to optimize your eligibility for federal and institutional aid. We thoroughly understand the college financial aid application process, allowing us to customize a strategy that enables you to access the maximum and best financial aid while minimizing borrowing. Our unique process, based on years of experience in the financial services industry, charts the best course toward paying for school and preserving your retirement.
Your student
What are their dreams for the future? What do they care about? How can we best position them to progress towards that dream? Let's talk about putting your student's best foot forward in the application process – whatever their aptitude, we'll point you towards the schools that value most your student's particular talents and attributes. Through conversation, our web-based assessment tools, and our insider knowledge, we help to determine the strongest direction for your student.
College cash flow
Now that we're familiar with your unique family and financial situation, we custom-design a solution. Through the use of our proprietary cash flow system, we help you optimize every dollar of income, and teach you how to cancel interest on large debts like your home mortgage, and maximize tax scholarships. You can deliver the dream of an education for your child without sacrificing your retirement.
Back to the steps
By integrating sound financial strategies with college financial aid rules and regulations, we implement programs that help families more easily afford college, leaving them with more money to use for other goals such as weddings and retirement plans.
Discover the journey
We position your student to be most attractive to the most suitable schools and to maximize aid. If necessary, we show you when and how to appeal a financial aid award from schools.
Back to destinationWhether we went to college or not, we understand that a college education opens the door to a child's future success and happiness. We want to send them to a college where their aptitudes are built upon and they can graduate on time. In today's information era, it is critical for our children to gain this advantage.
What we believe
Both factors can raise college costs drastically and seriously impact your family's bigger financial plan. Taking the time to understand the process and taking control is key to reducing college costs.
confusing college aidThe financial aid system is purposely complex and confusing. Ninety percent of financial aid requests are submitted with errors or inconsistencies causing delays and losses in financial aid awards.
20% of it in the colleges' own coffers, knowing what colleges have it and how to access it is crucial to our process and to our families' financial security.
Financial non-eventYou can pay for college without going broke. Parents' zeal to put their children through college at any price, paired with unrestrained borrowing to cover rising college costs, only accentuates the problem. Using our proprietary "advanced cash flow" platform, families can pay for college using strategies to.