College Financial Planning

As an expert in the College Financial Planning, we understand exactly what you’re gong through when it’s comes to the challenges of how to pay for college. Scholarships, loans, grants, withdraw from retirement and the various options out there can be confusing. That is where we can help. We take the guess work out of all your concerns. We will take every factor into consideration and distill it down to it’s simplest parts and present that to you. You don’t have to do it alone. We are here to help.

Range of Services

Financial Planning
Scholarships
College Savings Options
Innovative Ideas

Common Sense planning

Our no non-sense planning programs will allow you to:

  • Understand what you want first and establish your goals when it comes to paying for college
  • Choose the best school that fits your childs needs and wants
  • Manage your expectations of what is affordable and plan for that number
  • Give you peace of mind knowing that you can do this 
  • Find opportunities for scholarships and other avenues to save
  • Most of all save time, we’ve done the research and have the expertise to ensure you are doing everything right

Service beyond the Plan

This report will show your calculated Expected Family Contribution (EFC) and the award history of up to 5 different colleges in a head-to-head format. It will also forecast your out-of-pocket expense at each college. This report alone could save you thousands of dollars in errant assumptions about the true cost of college. Additional reports can include a detailed EFC projection for both FAFSA and PROFILE, and a “What-will-college-cost estimate” report.

This process will provide you with a projection of your retirement readiness. Without this knowledge parents routinely OVERSPEND on college and find out too late that they have delayed or destroyed their retirement dreams.

Changes in a family’s financial structure may result in greater financial aid eligibility. This analysis will show how a specific change may impact financial aid eligibility. This report demonstrates the value of the recommendations, and can allow parent(s) the opportunity to make more informed decisions.

Consistently formatted data on U.S. colleges and universities in an easy to digest and evaluate, 2-page report. Up to TEN different reports are available upon request. These reports are key to accurate head to head comparisons. No single source provides a more convenient display of: Cost, Freshman Academic Profile, Size, Campus Characteristics, Extra-Curricular Clubs and Activities, Majors, Affiliations, Financial Detail, Award History, Admissions & Contact Data.

We developed the College Visit Scoring System to provide a way to measure how well every school you consider matches up to your and your student’s expectations. Using our system and criteria ranking that is derived from the students educational objectives, you’ll have a method of evaluating schools that goes beyond visual impressions and prevents relying too heavily on recollection.

Ask about how you can get a one-year scholarship through SAGE Tuition Rewards.

Imagine a one year scholarship for your student. Call us TODAY!

company events
College planning in today’s environment, what to consider.
  • August 12, 2020
  • 7:00 pm to 7:30 pm
  • Webinar
Start with Good People, lay out the Rules
  • January 23, 2022
  • 9:00 PM to 1:30 PM
  • Maggiano's, 205 Mall Boulevard, King of Prussia, PA, U.S.
Apply them in Your Own Routines
  • January 23, 2022
  • 7:30 PM to 9:30 PM
  • The Lakes Golf Course & Driving Range 400 S. Sepulveda Boulevard, El Segundo, CA, U.S.

Looking to protect your Legacy? Click here to find out how you can do it for Free.