Our Process and Pricing
College Pre-Approval
College affordability assessment for one student.
Foundations Plan
College planning in a project-style format covering the academic, financial and social fit elements recommended for college selection.
Advanced Planning
Financial planning in a project-style format covering the core topics needed for a college-bound family.
New Column
Ongoing comprehensive financial planning, with regularly scheduled meetings. (Foundations Plan is required)
College Pre-Approval
Ideal for high school students with a standardized test score (ACT/SAT) and a list of top three potential colleges.
Foundations Plan
Ideal for college-bound families who want to collaborate on maximizing financial aid, minimizing taxes and graduating with manageable student loan debt.
Advanced Planning
Ideal for college-bound families that are planning for the cost of education, while ensuring they remain on track for retirement and their investments are properly managed.
New Column
Ideal for those who want to continuously collaborate on financial planning, delegate investment management to a professional and have an accountability partner to remain on track.
College Pre-Approval
One College Money Report™ with a list of three colleges. Students are encouraged to share the completed College Money Report™ with their high school counselor.
Foundations Plan
College Pre-Approval™ report with a list of up to ten colleges and a 60-minute session. Scheduled reminders on important deadlines and documents required throughout the application process.Advanced Planning
Three MeetingsDiscovery: assess financials and collect documents.
Planning: refine goals and clarify financial standings.
Implement: present action items, outcomes and next steps.
Three Meetings - Discovery: assess financials and collect documents.
- Planning: refine goals and clarify financial standings.
- Implement: present action items, outcomes and next steps.
New Column
- Progress meetings are scheduled at least every 6 months
- College focus sessions
- Additional sessions may be scheduled as needed for life events and transitions
Foundations Plan
One Student: $500
Two Students: $750
Three Students: $950
Advanced Planning
Individuals: $950
Couples: $1,250
Families: $1,500
New Column
$2400 annual minimum