How does our process work?
Attend a Little-Known Secrets of Paying for College™ Parent Workshop
- Get a 30,000-ft overview of college planning
- Learn about the two paths.
Request Your Meeting with a College Funding Coach®
- No obligation, 90-minute consultation focused on your specific questions.
- Receive an introduction to your College Funding Coach® advisor.
- Receive a detailed Confidential Financial Questionnaire.
Making the Most of Your Meeting
- In a two-parent family, be sure that both parents attend.
- Return your questionnaire in advance of the meeting.
- Please mention all concerns you have, even if they’re not financial!
- We have a vast network of resources that can help in many areas.
What You Can Expect at Your Meeting
- Specially trained College Funding Coach® advisor.
- Your individual financial situation will be evaluated.
- Strategies from the workshop will be examined for suitability for your family.
Receive Valuable Information
- Build your strategic plan for funding college.
- Work through your priorities.
- Implement the strategies that are right for you.
Make the College Dream a reality…ONE day.
Meet with an Advisor
No time to attend a workshop and ready to sit down with an advisor for an individual consultation? Complete our Confidential Financial Questionnaire and meet with one of our team members.