DISCOVERY & EXPLORATION
Everything starts with a Discovery meeting. We’ll learn more about each other and see if there’s a good match.
We need an insane amount of data to fully understand your financial situation. You ideally have all that information nicely organized or know where to easily get it.
We visualize how much all four years of college will cost at each school, and put together a game plan to create an ideal college outcome for your student.
FAFSA & RENEWAL
Available to Ongoing Planning Clients.
Financial Planning clients get access to Ongoing Care. We will provide you all the information you need to complete and renew the FAFSA each year.
Unfortunately, you didn’t get the scholarships and grants you hoped. We handle the Appeals process for Financial Planning clients.
The cost between colleges can be a six-figure difference. Our reports allow you to cherry-pick colleges and universities offering more gift aid, while avoiding the schools yielding more debt.
Being strategic around college is understanding which schools to apply to, before you fill out the FAFSA. The scariest thing a parent can say is, “If you get in, we’ll figure it out.” Chances are you won’t.
Recognized Thought-Leader on How to Pay for College
Live on WNPR Radio: Managing Your Personal Finances With (or Without) Student Loan Debt.
The effect of our work can be felt more and more, over time. However, we understand that not everyone is ready to work with us in a long-term relationship. We leave it up to you to decide if you would like to work with us around college only, or in a more comprehensive partnership.
College Planning is a limited scope of engagement where we only focus on college planning topics. No investment minimum.
You only want to work with us around college, and not how it might impact retirement or other goals.
No investment minimums, just a one-time fee. We’ll quarterback the play, you run it in for the touchdown.
Includes review of award letters. Appeals process only available to Comprehensive Planning clients.
Ongoing comprehensive planning advice, covering all areas of personal finance, including college, with a regular schedule of progress meetings.
We provide comprehensive financial planning and investment management for the same AUM fee. Includes ongoing care. Restrictions apply.
The impact of the foundational work is felt more and more over time, as we can more effectively help you navigate life’s choices and opportunities.
Each year we will reach out to you to schedule two meetings, springtime and fall. We want this face-to-face time primarily so we can continue unearthing who you are, who you’re becoming, what’s happening in your life, and the life you want to fashion for yourself.
In addition to those two meetings, several times throughout the year we will review a technical part of your financial situation. Between the two, throughout the year we will cover all the important technical parts of your financial life.
We also expect you to reach out to us when you need guidance in anything that has come up in your life. A new job offer? Want to buy a home? Need to plan for college? Company going public? We will address these issues either via email or additional meetings, depending on what’s most helpful.
Note: Ongoing care is only available to financial planning clients. Ready to take control of your money and finances?
Gary & Cindy
Our daughter is a Junior in high school. What colleges can we get in, and how much can we expect in financial aid?
Donald & Sarah
Are we in a position where Donald can retire early at 62, and maybe transition to a part-time job?