On this page we'll tell you the kind of results our clients have reported. We'll also give you a sense of our guiding beliefs, approach to client projects and how we're different from other financial services.
We work with parents of college-bound high school students and we encourage you to begin planning as early as possible. But if your child has already started college, we can probably help you fund his or her remaining education. And we'll help you plan for the rest of the family, too.
Each family presents a different financial picture, so your benefits may not be the same as someone else's.
In general, however:
You will identify categories of need that tell the college you're eligible to receive aid, not just loans. You'll be completely ethical, honest, truthful and legal -- you'll discover how to interpret a complex set of rules and regulations. And many (but not all) families realize savings on their children's college tuition bill.
You'll get a customized plan that helps you save for your children's college education while preserving your retirement security.
You must have a plan to pay for the balance of your education. If your family qualifies for need-based financial aid, we will work to assist you to receive more. If , on the other hand, your family will not qualify, we will seek to reduce your out-of-pocket college costs by using a combination of strategies—tax, investment and cash flow strategies can reduce college costs regardless of your family’s financial situation.
I am so grateful for the information and guidance that you gave our family regarding financial aid and the labyrinth of college finance information. It all seems unfathomable to parents like myself! With your help, we managed to get some very critical financial aid for our daughter's next year in college. You also gave us a better understanding of how to look at the whole picture and how to approach those that are able to give assistance to folks like ourselves who are struggling with the financial commitment to a good education. The forms and the process are so much less overwhelming now and I have someone to go to for expert advice in the future.
-- Mary PaffardYour recent financial advice had a big payoff for which we'd like to thank you. To refresh your memory, we had a huge one-time increase in income . . . we followed your recommendation and wrote a letter of explanation [using the points you described] to the financial aid department and I am pleased to report that Sarah Lawrence granted a $10,000 increase in aid over last year's package. Thank you again for the great advice. We are feeling much more at ease.
--Albert Saporta
You'll save a lot of time and energy because you won't have to struggle with complex forms and reams of paperwork.
You'll reduce stress and worry, knowing your applications were completed on time and accurately, and that you’ve used every option available for saving money.
Your student athlete will be more likely to qualify for a scholarship when you begin planning early. You'll learn how to match your child's goals with the college that offers the best scholarship, and the best opportunities for your child's long-term career. You'll learn when and how to start approaching colleges, and which colleges to target.
You'll enjoy the satisfaction of knowing you are giving your children the best education possible for their abilities and your budget.
We base our advice on:
- Honest reporting. We believe you can save significantly by following the rules and reporting your income and assets accurately.
- Uniqueness of each family. We do not offer cookie-cutter solutions. We spend considerable time collecting background information so we can advise you fully, based on your unique situation. Divorce, business ownership, or real estate investments will influence opportunities and challenges as you plan your child's future.
Children are more than numbers on a page. We recognize that the lowest-cost college may not be the best choice for your child. And encouraging a child to assume a mountain of debt may not be helpful either.
To see how we are able to help student athletes, click here