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College Planning

Today, a family can easily exceed $250,000 in college costs - for one child!

Here's how we are going to help you save ON and not just FOR college costs - regardless of your income level:

 It starts with a correct diagnosis of your situation. Just as a physician asks a patient questions in order to formulate a diagnosis and prescribe a remedy, we meet to go over your unique situation.

Based on your families' circumstances, we'll develop a customized action plan for you to help you make well-informed short- and long-term college planning, admissions and funding decisions at each of the many decision points that you'll be faced with before your child goes to college.

This is how you plan for the best overall outcome and potentially save ON, not just for the cost of college!

Objective - Our goal is to offer you the benefit of our experience to help you make well informed college-planning and college-funding decisions. This will help you as you pursue the goal of helping pay for your child's college education and save on your out-of-pocket college costs in the process.

We Are Solution Focused - You can spend countless hours obtaining information from a variety of sources and still not solve your problem. Besides, how much is your time worth? We can save you tremendous time and money on this process and help you in solving your college funding challenges. We provide practical and actionable strategies tailored to your unique circumstances.

The Process is Simple - You'll simply complete our proprietary college-planning questionnaire. We'll develop a plan tailored to your unique situation. We'll share the results of our analysis and, guided by our experience, suggest a plan of action that we can help you implement. You can take immediate and practical steps toward paying for college without going broke in the process.

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