SERVICES
How will your college choices impact your kid's future?
15 Minute Strategy Session
Let's jump on a Zoom meeting to chat about your plans, get your pressing questions answered, and see if we can help you make smarter financial decisions around college.
Financial Modeling
What schools are you applying to AND why those schools? How much will each school cost and how will you pay the bill?
We shine the light on all those questions and model our projections in easy to read reports.
Scholarships & Grants
Over 85% of the free money given for college comes from the school itself. It makes sense to understand what each school's financial aid policy is because quite a few of them won't give you any money at all. Maybe we should skip those schools.
You define success. We'll design the path to help you get there.
From college planning to retirement planning and everything in between, our guidance is designed with one goal in mind: to help you find your freedom.
