College Planning & Funding

The college application and financial aid process is more complex than ever. As a result, families stumble into the college years with a great deal of pressure and uncertainty. Many simply apply for aid, wait to see what happens, and hope for the best. Others choose not to apply because they assume they won’t qualify, but that’s not always the case. Sadly, eligible families leave free money on the table every year.

Our College Planning and Funding Services guides families through college aid maze because let’s face it – there’s a lot to know! We help you become informed buyers of a college education by sharing ways to cut the cost, which includes finding schools that offer the most aid, suggesting options to enhance aid eligibility, and identifying colleges that are aligned with your child’s interest and your budget.

We aim to help families get a better idea of what their financial aid picture will look like before it’s too late. The key is aid maximization and it must happen before the forms are ever submitted!

Descriptions & Fees

students in a classroom

The KickStarter

  • For those that need guidance in a specific or unique area:
    A 60-Minute Session
  • Ideal for Frosh, Soph, Juniors, & Seniors


This platform is ideal for families that need support or guidance in a specific area such, as financial aid award analysis, guidance on appeals, loan application assistance, etc.




The Deeper Dive

  • For the DIYer (Do it Yourself[er]):
    Three One-Hour Strategy Sessions
  • Ideal for Juniors & Seniors


This platform is ideal for families who have a basic understanding of the financial aid process and are comfortable implementing strategies on their own, but need a bit more insight and guidance. Includes ongoing access to our college planning and funding software client portal.



students on lawn

The Master Plan

  • For those that want one-on-one help: Hourly Strategy Sessions (avg 6-7)
  • Ideal for Seniors


This platform is ideal for families who want to develop a customized plan to pay for college, which includes a financial aid analysis, merit-aid forecasting, and college funding strategies.