For most families, they are torn between saving for college or saving for retirement.

It doesn’t have to be that way!  The College Funding Coach® was created in 2002 to help families navigate the maze of paying for college and making the college dream a reality…and still retiring one day.

What began in 2002 with a single financial advisor on a mission to help educate parents in the Washington, D.C. area with strategies for saving and paying for college has grown into a national team of nearly 100 advisors spread across the country.  We help families better understand the complex strategies for saving and paying for college and making higher education more affordable.

We collaborate with schools, businesses, churches, synagogues and community organizations to conduct several hundred workshops each year.  Our interactive workshop, Little-Known Secrets of Paying for College teaches parents the rules of the game when it comes to financial aid, as well as the critical strategies to help them win that game—whether by qualifying for need-based aid or by maximizing cash flow and liquidity.

As you can imagine, the stock market has gone up and it’s gone down.  Taxes have gone up and they’ve gone down.  Unemployment has increased and then it decreased.  But two things have remained constant: every year, approximately 20 million high school students head off to college[1], and since 2000, the cost of tuition and fees at American colleges has more than tripled the rate of inflation[2].

We help the families with whom we work understand the process and incorporate college planning into the broader context of their financial plans—from risk management to investing, estate planning and tax management.  By taking a comprehensive view of a family’s finances, we are often able to correct inefficiencies and capture dollars that can be redeployed towards paying for college.  Our approach helps parents reduce their out-of-pocket expenses and balance the challenge (and the stress) of saving for college and retirement simultaneously.

Whether you’d like to schedule a workshop at your school or meet individually with one of our advisors or just find great resources and information about the college process, you’ve come to the right spot.  Through our collective knowledge and the terrific resources we have curated, we hope to be your one-stop shop for the college journey.  We look forward to working together!

[1] National Center for Education Statistics—Digest of Education Statistics Table 105.30:

[2] Source:

The College Funding Coach® Team

The College Funding Coach® team is available to answer all of your questions about saving for college, understanding the process, and planning ahead for other life-changing events such as retirement. Below are their bios and contact information. Please don’t hesitate to contact us.

Meet Our Organization

Brock Jolly

Founder and Financial Advisor

Andrea Ashton

Executive Director

Monica Barnes

Director of Operations

Bernadette Boyle

Manager of Business Development

Alex Koury

Marketing Consultant

Brian O’Neill

General Manager

Upcoming Workshops

These are our next three upcoming workshops. To see more, click the button below to see them all, or to find a workshop near you.

Landstown Middle School

November 19 @ 6:30 pm - 8:30 pm
Landstown Middle School
2204 Recreation Dr.
Virginia Beach, VA 23456 United States
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Imagine Charter School

November 20 @ 6:30 pm - 8:00 pm
Imagine Charter School
5753 Twilight Avenue
Firestone, CO 80504
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John Ross Elementary

November 21 @ 5:30 pm - 7:00 pm
John Ross Elementary
1901 Thomas Dr.
Edmond, OK 73003
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