College affordability assessment for one student.
Ideal for high school students with a standardized test score (ACT/SAT) and a list of top three potential colleges.
One College Money Report™ with a list of three colleges. Students are encouraged to share the completed College Money Report™ with their high school counselor.
College planning in a project-style format covering the academic, financial and social fit elements recommended for college selection.
Ideal for college-bound families who want to collaborate on maximizing financial aid, minimizing taxes and graduating with manageable student loan debt.
College Pre-Approval™ report with a list of up to ten colleges and a 60-minute session. Scheduled reminders on important deadlines and documents required throughout the application process.
Financial planning in a project-style format covering the core topics needed for a college-bound family.
Ideal for college-bound families that are planning for the cost of education, while ensuring they remain on track for retirement and their investments are properly managed.
Three MeetingsDiscovery: assess financials and collect documents.Planning: refine goals and clarify financial standings.Implement: present action items, outcomes and next steps.
Ongoing comprehensive financial planning, with regularly scheduled meetings. (Foundations Plan is required)
Ideal for those who want to continuously collaborate on financial planning, delegate investment management to a professional and have an accountability partner to remain on track.
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One Student: $500Two Students: $750Three Students: $950
Individuals: $950Couples: $1,250Families: $1,500
$2400 annual minimum