Since 2002, the advisors from The College Funding Coach® have worked with thousands of families to educate them on the process and options for saving and paying for college. Over that time, the rules have changed, but our process has remained the same.  Our goal is to help our families look comprehensively at their situation, evaluate their options, understand the resources to which they have access and identify potential solutions.  By approaching planning in this manner, we are often able to help families realize greater potential than they may have previously thought possible.  Just as has become popular recently with sports teams—we believe that if you simply follow the process, great results are more likely.

1
The College Strategy Evaluation

Whether through one of our informative workshops, an online webinar, our website, social media, or by being referred by a friend, we want you to fully understand our process and the ways in which we are helping families—probably a lot like yours—save and pay for their children’s education.

2
Investigation

The first step is to understand the “rules of the game” when it comes to college funding. By understanding the standardized forms such as the FAFSA and CSS Profile, understanding the timeline and the types of strategies that are being used to save and pay for college, it gives us a great first step towards accomplishing the goal of paying for higher education…and still retiring one day!

3
Confidential Understanding

Our process is designed for you to work one-on-one with one of our trusted advisors who will really get to know you and understand your children, your goals and what makes you tick—not just in terms of the singular goal of paying for college; but how that relates to the rest of your financial world.

4
Exploration

By exploring various financial strategies and how they can improve your financial circumstances and the advantages and disadvantages of each option, we are able to determine the type of strategies that will help to accomplish your goals.

5
Implementation

By going to the financial markets, negotiating on your behalf and selecting institutions with whom to work to customize your plan, we can bring these strategies to life.  Our team manages the entire process on your behalf and helps you to position your newly implemented strategies into your existing planning.

6
Monitoring

Through our ongoing client service model, we help clients monitor changes in the capital markets, tax law changes, changes in the cost of college, and even familial changes so that your strategic planning evolves with you.

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.

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