What we offer
We’re an award-winning organization that helps families develop customized, holistic plan to make college affordable.
- We recommend unique income, asset, borrowing and tax strategies aimed at increasing your student’s eligibility for financial aid.
- You will work with a dedicated Client Service Manager to answer all of your questions until your student enters college.
- We offer flexible payment options and never let a family’s ability to pay us be a barrier to those who need assistance with their college planning. Our comprehensive college planning programs are priced to be affordable to families at all income levels.
For more information on what package is best for you, schedule a free consultation.
My College Planning Team Service Comparison Chart
Listed prices effective June 2023.
The service plan recommended is based on the complexity of each family's financial situation and estimated number of hours required.
Basic
$1295.00
- Unlimited meetings and Q&A with your client service manager until your student enters college
- Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
- Meetings with a Financial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
- Student Services meeting to assess your student’s needs, answer questions, and determine if your student could benefit from additional assistance
- SAT/ACT diagnostic meeting to determine additional tutoring required to optimize merit aid
- College reports estimating the amount of need-based and merit-based aid for colleges under consideration
- Tips to optimize your student’s institutional scholarships to reduce college costs
- FAFSA/CSS Profile review to help minimize errors that can reduce your financial aid
- Financial aid award letter reviews and appeals process guidance
- Assistance with verification process if required by your college
Basic Plus
$1595.00
- Unlimited meetings and Q&A with your client service manager until your student enters college
- Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
- Meetings with a Financial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
- Student Services meeting to assess your student’s needs, answer questions, and determine if your student could benefit from additional assistance
- SAT/ACT diagnostic meeting to determine additional tutoring required to optimize merit aid
- College reports estimating the amount of need-based and merit-based aid for colleges under consideration
- Tips to optimize your student’s institutional scholarships to reduce college costs
- FAFSA/CSS Profile review to help minimize errors that can reduce your financial aid
- Financial aid award letter reviews and appeals process guidance
- Assistance with verification process if required by your college
- Additional strategies and solutions for families with a more complex financial profile
Standard
$1995.00
- Unlimited meetings and Q&A with your client service manager until your student enters college
- Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
- Meetings with a Financial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
- Student Services meeting to assess your student’s needs, answer questions, and determine if your student could benefit from additional assistance
- SAT/ACT diagnostic meeting to determine additional tutoring required to optimize merit aid
- College reports estimating the amount of need-based and merit-based aid for colleges under consideration
- Tips to optimize your student’s institutional scholarships to reduce college costs
- FAFSA/CSS Profile review to help minimize errors that can reduce your financial aid
- Financial aid award letter reviews and appeals process guidance
- Assistance with verification process if required by your college
- Additional strategies and solutions for families with a more complex financial profile
- Highly complex family financial systems requiring additional hours
Advanced
$2495.00
- Unlimited meetings and Q&A with your client service manager until your student enters college
- Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs
- Meetings with a Financial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
- Student Services meeting to assess your student’s needs, answer questions, and determine if your student could benefit from additional assistance
- SAT/ACT diagnostic meeting to determine additional tutoring required to optimize merit aid
- College reports estimating the amount of need-based and merit-based aid for colleges under consideration
- Tips to optimize your student’s institutional scholarships to reduce college costs
- FAFSA/CSS Profile review to help minimize errors that can reduce your financial aid
- Financial aid award letter reviews and appeals process guidance
- Assistance with verification process if required by your college
- Additional strategies and solutions for families with a more complex financial profile
- Highly complex family financial systems requiring additional hours
- Consultations with your attorney and/or CPA
| Service Descriptions (Included with your one-time fee) | Basic | Basic Plus | Standard | Advanced |
|---|---|---|---|---|
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The service plan recommended is based on the complexity of each family's financial situation and estimated number of hours required. |
$1295.00
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$1595.00
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$1995.00
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$2495.00
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Unlimited meetings and Q&A with your client service manager until your student enters college |
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Personalized game plan addressing income, asset, tax, and borrowing strategies available to reduce your college costs |
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Meetings with a Financial Fiduciary to review your overall financial situation and help implement a plan to efficiently pay for college and save for retirement
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Student Services meeting to assess your student’s needs, answer questions, and determine if your student could benefit from additional assistance
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SAT/ACT diagnostic meeting to determine additional tutoring required to optimize merit aid
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College reports estimating the amount of need-based and merit-based aid for colleges under consideration
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Tips to optimize your student’s institutional scholarships to reduce college costs
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FAFSA/CSS Profile review to help minimize errors that can reduce your financial aid |
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Financial aid award letter reviews and appeals process guidance
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Assistance with verification process if required by your college
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Additional strategies and solutions for families with a more complex financial profile |
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Highly complex family financial systems requiring additional hours |
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Consultations with your attorney and/or CPA |
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| Service Descriptions (Included with your one-time fee) | Basic | Basic Plus | Standard | Advanced |
|---|---|---|---|---|
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The service plan recommended is based on the complexity of each family's financial situation and estimated number of hours required. |
$995.00
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$1295.00
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$1595.00
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$1995.00
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FAFSA/CSS Profile review to make sure it is free from any errors that could reduce your financial aid or trigger a verification. |
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Financial aid award letter reviews and assistance with the appeals process. |
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Prepare you for your visits to the financial aid offices at your top choice college. |
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Meetings with a Financial Fiduciary who will review your overall financial situation and help implement a plan to efficiently pay for college. |
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College reports estimating the amount of need-based and merit-based aid for all colleges under consideration. |
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Unlimited meetings and Q&A with your client service manager until your student enters college. |
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A personalized game plan listing all of the income, asset, tax and borrowing strategies available to reduce costs at a college of your choice. |
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Tips on how to optimize your student’s institutional scholarships to reduce college costs |
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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. |
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Includes additional strategies and solutions for families with a more complex financial profile. |
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For families with highly complex financial situations requiring additional hours |
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Consultations with your attorney and/or CPA. |
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Exclusions: This service plan does not include tax planning services, legal services, or services rendered directly to students by our admissions, tutoring, and career services teams.
OUR PAY-BY-THE-HOUR SERVICE OPTION
Families who do not require our all-inclusive services, may also work with us by-the-hour.
Budget Service Package
Not every family will need all of the services listed on the above comparison chart, nor will they require unlimited meetings with a dedicated Client Service Manager. Our budget package offers the following:
- Six thirty-minute meetings with one of our dedicated Client Service Managers, as you need them, for any of the above services.
- Additional meetings with one of our fiduciaries to review your overall financial situation and explore methods for reducing college costs are provided without charge.
- A thirty-minute student assessment meeting to determine if student services are needed by your student. Assessment meetings with the head of our tutoring team and/or our Career Counseling Team are also available without additional charge.