Services
CREATIVE AND EFFECTIVE WAYS TO FUND YOUR CHILD'S COLLEGE DREAMS...WHILE KEEPING YOUÂ ON TRACK FOR RETIREMENT
Service Options
DIY Options
Empower Yourself: DIY College Planning Courses
For families who are confident navigators, but want to gain an edge, our DIY courses provide in-depth training on college admissions and financial aid. (All courses are included for private clients!)
Consultation
Unleash Your College Success Plan: 60-Minute Call With an Expert
Feeling overwhelmed by the college planning process? Get a personalized roadmap in just 60 minutes!
Our expert will discuss:
- Financial Aid Strategies:Â Maximize your scholarship and grant opportunities.
- Crafting Competitive Applications:Â Master application requirements and stand out from the crowd.
- Tackle Any Challenge: Have a specific question? Our experts are here to help.
This call is your chance to gain clarity, make informed decisions, and confidently navigate the college admissions journey.
Comprehensive Solutions
Platinum Package: Unleash Your Potential for Top Colleges
Busy professional? Ivy League dreams? Our Platinum Package is designed for high-achieving students with ambitious goals. We handle everything, from unlimited application and essay support to personalized one-on-one meetings with your student. Starting as early as 9th grade and gaining a strategic advantage. Access to exclusive client events and all our resources gives you the edge you need to succeed. Focus on your career while we guide your child towards their dream school.
- Complete access to all available programs and digital training
- Unlimited one-on-one student consultations for tailored guidance
- In-person meetings are available for SoCal clients for a personalized experience
- Specialized preparation and application support for Ivy League and top-tier universities
Contact us directly for more information and to discuss your eligibility.Â
Total College Planning Solutions Deluxe: Your One-Stop Shop for Success
Feeling overwhelmed by admissions and financial aid? Our Deluxe Program takes the stress out of the process. Get expert guidance every step of the way – from finding scholarships to crafting winning essays – plus access to our exclusive DIY courses! This all-inclusive program is our most popular choice for families seeking complete support and peace of mind.
Includes the Following (and more...):
- Comprehensive application submissions support—up to 15 schools
- In-depth scholarship research and personalized application support
- Essay ideation, development, and expert review for admissions and scholarships
- Assistance in selecting the right major and career path tailored to individual interests, strengths, and goals—includes school database access
- School matchmaking based on financial aid availability, academic programs, and personal fit
- SAT/ACT preparation and practice support to maximize test scores
- Personalized advice on extracurricular activities, volunteer opportunities, and internships to strengthen college applications
- All financial help from Financial-Only Solution
Financial Aid Made Easy: Maximize Your Award, Reduce Your Stress
Feeling comfortable with admissions, but stressed about financial aid? Our Financial-Only Solution takes the burden off your shoulders. We'll handle the entire financial aid process – from strategic planning and filing to negotiating the best possible aid package. This targeted service allows you to focus on admissions while our experts ensure you maximize your financial aid opportunities.
- FAFSA & CSS Profile submissions for up to 15 schools
- Thorough review and analysis of family financial data
- Strategic planning to lower your Student Aid Index (SAI), previously EFC, for increased aid eligibility
- Tailored funding strategies to cover your family's expected contribution
- Tax, income, and asset optimization strategies designed to maximize financial aid awards
- Access to career and college database