How We Work with You

One-to-One Consultations

Express Overview: One hour with Steve Shapiro to review financial documents and identify areas of potential saving

Financial Aid Package: We offer a comprehensive review of your financial documents and complete the basic financial aid forms for you. We also suggest ways to identify schools that match your child's goals to your budget.

Comprehensive Planning Packages: We cover every element of college and/or retirement financial planning (including the appeal and negotiation processes) and integrate these plans with your other long-term goals.

Now that you've seen what we offer, let's take a look at Typical Client Results.