OUR UNIQUE PROCESS & SERVICES

Our process involves a minimum of three meetings to fully familiarize families with our strategies. 

 

1st Appointment

The first appointment is a free consultation, where we determine If There Is A Fit

We’ll learn a bit about your family and your student, and you will learn about how we have helped other families like yours with our process.  At the end of the meeting, if you decide you want to move forward and we believe that we can help, we collect a $500 deposit and schedule a second appointment.  The deposit is refundable until the end of the second appointment when you fully engage.

 

2nd Appointment

In the second meeting we cover an array of Student Positioning topics…

1. Meet The Student
   We introduce your student to the process and separate the myths from the realities of college.
   
   
2. Expected Family Contribution (EFC) Analysis
   We will show you how the colleges perceive you financially and what they will see as your ability to pay for school.
   
   
3. Enrollment Management In-Depth Review
   Learn about the behind the scenes process taking place at colleges across the country.  As we like to say, colleges are big business and after learning about Enrollment Management you’ll see exactly how true that statement is!
   
   
4. Review Student Positioning Process
   We outline the steps of the process and show you some of the tools you will be utilizing.
   
   
5. Determine if you want to pay Retail or Wholesale
   How would you prefer to pay for college?
   
   
6. Engage Services
   Determine if you want to fully engage and if so, collect the balance of our fee.

 

3rd Appointment

At the third meeting we will present the financial plan and…

1. Review Your Customized College Planning Manual
   We will go over the step-by-step guide we designed for you to show you how to both successfully cash flow college education(s) and still have a rewarding retirement for your golden years.
   
   
2. Implement And Manage Your Plan
   We’ll guide you in getting started with the plan!

SERVICES

 

1. Student Positioning Services
2. Financial Positioning Services
3. Form Assistance Services