Our Process: How It Works

The process starts with your personalized proactive plan integrated with your personal financial plan. Here’s how it works:

  • We start with a brief interview. I want to hear about where you are now and I’ll ask about your student’s college education goals.  I’ll need copies of your past tax returns and a little information on your investments as well as your student’s academic and extracurricular interests. 
  • I’ll prepare your written personal college financial plan with a tax plan and scholarship search.  This process typically takes two to six weeks so I can research your best possible options.
  • Together, we’ll walk through your plan to make sure you understand how to implement it and answer any question.  Typically, this meeting lasts an hour or more.  You’ll be amazed at the strategies and savings you discover!  
  • Where needed, we’ll schedule additional meetings or calls to manage the plan and answer any new questions you may have.

Later, I’ll help you complete the appropriate financial aid forms in a way that reflects the tips we discussed so you may maximize your financial aid