We plan the route, pack the gear, and walk every step with you. Complete college planning paired with financial planning — one number, one relationship, today through graduation.
Example Combinations of Services
Each example below is its own package. It's likely your unique package looks different from these based on your family's needs.
The Complete Partnership
Full college and career counseling paired with financial strategy.
Key Deliverables
- Unlimited One-on-One Support — no hourly limits or extra fees
- A Personalized Success Strategy from high school courses through application
- Career & Major Discovery + Total Application Management
- Motivation & Accountability — we keep your student on track
- A personalized financial game plan — income, asset, tax, borrowing strategy
- Meetings with a Financial Fiduciary on your overall situation
- College cost reports estimating need-based and merit-based aid
- FAFSA and CSS Profile guidance + financial aid award letter reviews
- Appeals guidance — 80% of clients secure additional aid, averaging $7,000
Complex Family Finances
For families with trusts, multiple properties, business ownership, or significant assets.
Key Deliverables
- Unlimited One-on-One Support — no hourly limits or extra fees
- A Personalized Success Strategy from high school courses through application
- Career & Major Discovery + Total Application Management
- Motivation & Accountability — we keep your student on track
- A personalized financial game plan — income, asset, tax, borrowing strategy
- Meetings with a Financial Fiduciary on your overall situation
- College cost reports estimating need-based and merit-based aid
- FAFSA and CSS Profile guidance + financial aid award letter reviews
- Appeals guidance — 80% of clients secure additional aid, averaging $7,000
- Additional strategies for families with a more complex financial profile
- Support for highly complex situations requiring additional hours
- Consultations with your attorney and/or CPA
- Tips to optimize institutional scholarships across all schools applied to