FREQUENTLY ASKED QUESTIONS
Q: What is a Certified College Planning Specialist?
A: A financial planner focuses on showing you ways to grow your income and to create wealth. As college planning specialists, our objective is to show you how to pay for college, keep you on track for future financial goals without sinking into debt.
Q: We make too much money and won’t qualify for financial aid. What type of planning can you do for us?
A: Most of the families we assist qualify for little to no “need-based” financial aid. We help these families by creating a plan that involves a combination of academic student positioning along with financial and tax planning strategies. Many of six figure income clients are surprised to learn that after strategic planning, they too can qualify for financial aid.