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Solutions Built for the Promise of Your Future 

Our Process and Pricing



College Pre-Approval™
Foundations Plan
Advanced Planning

What is it?

College Pre-Approval

We will assess college affordability as well as financial aid planning for one student.

Foundations Plan

Financial planning in a project-style format for families with college-bound children.

Advanced Planning

Ongoing comprehensive financial planning, with regularly scheduled meetings. (Foundations Plan is required for Advanced Planning to take place)

Who’s it for?

College Pre-Approval

High school students with a standardized test score (ACT/SAT) as well as a list of potential colleges.

Foundations Plan

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.

Advanced Planning

Anyone who has questions/concerns surrounding financial planning, investment management and ultimately needs accountability to remain on track.

Structure

College Pre-Approval

60-minute session; some client homework required.

Foundations Plan

Three Meetings
  • Discovery: assess financials and collect documents.
  • Planning: refine goals and clarify financial standings.
  • Implement: present action items, outcomes and next steps.

Advanced Planning

Meetings are scheduled at least every 6 months to discuss ongoing needs and goals. Additional sessions may be scheduled as needed for life events and transitions.

Price

College Pre-Approval

$500

Foundations Plan

Families: $1,500
Couples: $1,250
Individuals: $950

Advanced Planning

$2400 annual minimum