Since 2002, The College Funding Coach® has 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.
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.
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!
Our process is designed for you to work one-on-one with one of our trusted coaches 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.
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.
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.
*These strategies are separate from The College Funding Coach, and you'll work with your independent financial services representative to implement each product or strategy.
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.
Jacquelyn F., Bishop O’Connell High School This is the THIRD time I have attended this workshop on Zoom. I learn something new every time. It is amazing!!! I love both…
Luis R., Parent, Puerto Rico It was very well presented and it helped me gather my scattered thoughts into a more cohesive thought process. Thanks to the overview i have…
Tarun Bahaskaran, Parent, Rockville, Maryland Thank you so much for the presentation at our child’s high school and the ensuing consultation you provided us. You educated us about the…
Maria Carreras, Parent, Lancaster, Pennsylvania I wanted to write you both a note to let you know that the College Workshop that was presented by the financial group (Brock…
Patrice Kelly, Parent, Arlington, Virginia We took Brock Jolly’s class, Little-Known Secrets of Paying for College, while our kids were still in elementary and middle schools. He was knowledgeable…
Meet with a Coach
No time to attend a workshop and ready to sit down with a coach for an individual consultation? Complete our Confidential Financial Questionnaire and meet with one of our team members.