About Us

College Planning Source was established in 2005 by Michelle Mai. Michelle grew up in Orange County, California, graduated as a high school valedictorian, and attended the University of California, Santa Barbara. During her student work-study in the financial aid office at UCSB, Michelle realized there were a large number of families who did not understand the financial aid system. Ever since her experience, she has been educating families on the ins-and-outs of the college funding, finance, admissions, and application processes.

College Planning Source offers different programs with customized plans that have helped thousands of families succeed through the college education process the right way.

Our Programs include: 

  • College Funding
  • Student Development
  • Applications Support
  • Wealth Management

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