Transparent 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

Advanced Planning

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