College Funding Consulting

What we offer

We’re an award-winning organization that helps families develop customized, holistic plans to save money on college.

  • We recommend unique income, asset, borrowing and tax strategies aimed at increasing your student’s financial aid eligibility.
  • All of our strategies are reviewed by one of our Certified Financial Planners.
  • You’ll be paired with a dedicated client service manager to answer all of your questions until your last child is out of college.
  • We never let a family’s ability to pay be a barrier to those who need assistance with their college planning. Flexible payment options are also available.

For more information on what package is best for you, schedule a free consultation. 

Listed prices effective April 1, 2021.

My College Planning Team Service Comparison Chart 

Pay in full over a four-month period, interest free, and we are with you until your last child finishes college

Review and Appeals

$695.00
One-time payment

Click here
  • FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid.
  • Financial aid award letter reviews and assistance with the appeals process.
  • Prepare you for your visits to the financial aid offices at your top choice college, if necessary.
  • Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently fund your retirement and pay for college.

Basic

$323.75
for four months

Click here
  • FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid.
  • Financial aid award letter reviews and assistance with the appeals process.
  • Prepare you for your visits to the financial aid offices at your top choice college, if necessary.
  • Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently fund your retirement and pay for college.
  • Unlimited meetings and Q&A with your client service manager until all of your children finish college.
  • College reports estimating the amount of financial aid for all colleges under consideration.
  • A personalized game plan listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice.
  • Tips on how to optimize your student’s institutional scholarships to reduce college costs
  • Access real time comparisons with other students who may have applied to the same colleges as your student.
  • Thirty-minute meeting with the Director of Student Services to assess each of your student’s needs, answer questions, and determine if your student requires additional assistance.

Basic Plus

$398.75
for four months

Click here
  • FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid.
  • Financial aid award letter reviews and assistance with the appeals process.
  • Prepare you for your visits to the financial aid offices at your top choice college, if necessary.
  • Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently fund your retirement and pay for college.
  • Unlimited meetings and Q&A with your client service manager until all of your children finish college.
  • College reports estimating the amount of financial aid for all colleges under consideration.
  • A personalized game plan listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice.
  • Tips on how to optimize your student’s institutional scholarships to reduce college costs
  • Access real time comparisons with other students who may have applied to the same colleges as your student.
  • Thirty-minute meeting with the Director of Student Services to assess each of your student’s needs, answer questions, and determine if your student requires additional assistance.
  • Includes additional students in the family.

Standard

$498.75
for four months

Click here
  • FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid.
  • Financial aid award letter reviews and assistance with the appeals process.
  • Prepare you for your visits to the financial aid offices at your top choice college, if necessary.
  • Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently fund your retirement and pay for college.
  • Unlimited meetings and Q&A with your client service manager until all of your children finish college.
  • College reports estimating the amount of financial aid for all colleges under consideration.
  • A personalized game plan listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice.
  • Tips on how to optimize your student’s institutional scholarships to reduce college costs
  • Access real time comparisons with other students who may have applied to the same colleges as your student.
  • Thirty-minute meeting with the Director of Student Services to assess each of your student’s needs, answer questions, and determine if your student requires additional assistance.
  • Includes additional students in the family.
  • Includes additional strategies and solutions for families with a more complex financial profile.

Advanced

$623.75
for four months

Click here
  • FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid.
  • Financial aid award letter reviews and assistance with the appeals process.
  • Prepare you for your visits to the financial aid offices at your top choice college, if necessary.
  • Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently fund your retirement and pay for college.
  • Unlimited meetings and Q&A with your client service manager until all of your children finish college.
  • College reports estimating the amount of financial aid for all colleges under consideration.
  • A personalized game plan listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice.
  • Tips on how to optimize your student’s institutional scholarships to reduce college costs
  • Access real time comparisons with other students who may have applied to the same colleges as your student.
  • Thirty-minute meeting with the Director of Student Services to assess each of your student’s needs, answer questions, and determine if your student requires additional assistance.
  • Includes additional students in the family.
  • Includes additional strategies and solutions for families with a more complex financial profile.
  • Consultations with your attorney and/or CPA.
  • Analyze your non-retirement and retirement portfolio and recommend the most productive asset strategies to optimize savings without risk to capital.
Service Descriptions (Included with your one-time fee) Review and Appeals Basic Basic Plus Standard Advanced
Pay in full over a four-month period, interest free, and we are with you until your last child finishes college

$695.00

One-time payment

$323.75

for four months

$398.75

for four months

$498.75

for four months

$623.75

for four months
FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid.
Financial aid award letter reviews and assistance with the appeals process.
Prepare you for your visits to the financial aid offices at your top choice college, if necessary.
Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently fund your retirement and pay for college.
Unlimited meetings and Q&A with your client service manager until all of your children finish college.
College reports estimating the amount of financial aid for all colleges under consideration.
A personalized game plan listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice.
Tips on how to optimize your student’s institutional scholarships to reduce college costs
Access real time comparisons with other students who may have applied to the same colleges as your student.
Thirty-minute meeting with the Director of Student Services to assess each of your student’s needs, answer questions, and determine if your student requires additional assistance.
Includes additional students in the family.
Includes additional strategies and solutions for families with a more complex financial profile.
Consultations with your attorney and/or CPA.
Analyze your non-retirement and retirement portfolio and recommend the most productive asset strategies to optimize savings without risk to capital.
Back To Top
Search