Let’s team up to make college funding clear, easy, and achievable for your clients.
Let’s work together to provide your clients with the comprehensive support they need to navigate the challenges of college funding. Partnering with me not only enhances your service offerings but also strengthens your client relationships through added value and specialized expertise.
Contact me today to discuss how we can collaborate to better serve your clients and help them achieve their college and financial goals.
Why should you consider partnering with me?
With over 25 years of experience in education and certified expertise in college funding, I partner with professionals like you to provide exceptional college planning services. My goal is to help you enhance your service offerings and better meet the needs of your clients.
Expertise You Can Trust:
As a Certified College Funding Specialist (CCFS®), I bring in-depth knowledge and proven strategies to help families navigate the complexities of college funding.
Comprehensive Services:
From building strategic college lists to maximizing financial aid and scholarships, I cover all aspects of college planning. My services ensure your clients receive a holistic approach that integrates their educational goals with their financial realities.
Added Value for Your Clients:
By collaborating with me, you offer your clients additional value and specialized support in an area that significantly impacts their financial well-being. This partnership can set you apart as a provider who goes above and beyond in addressing all facets of your clients’ financial planning needs.
Deliver unmatched value to your clients with college planning that saves money and reduces stress.
Customized College Planning:
Tailored strategies to help families select the right colleges and secure the best possible financial aid packages.
Lower College Costs & Maximize Savings:
Expert guidance on completing financial aid forms, appealing award decisions, and leveraging assets without compromising financial aid eligibility.
Scholarship and Grant Search:
Access to a wide range of merit scholarship opportunities and assistance in applying effectively.
Family Financial Impact Analysis:
Comprehensive analysis of how college costs impact the family’s overall financial plan, with strategies to minimize out-of-pocket expenses and maximize funding opportunities.
Guiding Your Client’s Journey: The 4 Cornerstones of College Planning
The 4 Cornerstones of College Planning—School Selection, Getting Admitted, Lowering the Costs, and Paying for It—are the essential steps to ensuring your client’s college journey is successful and stress-free. Each cornerstone addresses a vital aspect of the process, from choosing the right school and crafting standout applications to securing financial aid and creating a solid payment strategy. With these foundations in place, I guide your clients through every stage, ensuring they are fully prepared to navigate the complexities of college planning with confidence and clarity.
To learn more about how I can guide your clients through these 4 Cornerstones of College Planning, including details on my services, pricing, and frequently asked questions, please visit my services page, and then let’s have a quick discovery call.
How Our Partnership Works:
Referral System:
Simply refer your clients to me for specialized college planning services. I handle the rest, keeping you informed of their progress.
Collaborative Planning:
We work together to integrate college planning into your clients’ broader financial plans, ensuring a seamless approach.
Ongoing Support:
Continuous updates and communication to ensure your clients are on track with their college planning goals and financial strategies.
