Our Services

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Creating a
Success Plan for You

College Planning Source takes great pride in providing the most comprehensive college and financial planning services for our clients. We understand that preparing for college and the future requires the efforts of both the family and students alike. With this in mind, we’ve created some unique programs to assist families and their college-bound student. 

Our unique college admissions planning program provides guidance for college-bound students and their families to help them navigate their way to success. 

Below is a list of our services included in our proprietary College Bound Program

Student Development

  • College Counseling Sessions with a College Planning Counselor (in office or via Zoom)
  • Funding, financial aid and financial planning services 
  • Scheduled Guidance Check-ins
  • Career Interest, Abilities and Values Assessment
  • College Major Selection
  • Student Profile Evaluation
  • Profile Development Strategies
  • Volunteer Opportunities
  • College Planning Timeline
  • Summer Plans
  • Summer Program Application(s)
  • College Application Insight
  • Custom College Planning Account
  • Resume Development
  • Campus Visit/Tour Recommendations
  • Key list of questions to ask while on a college tours/visits
  • Admissions Planning Webinars
  • Selecting “Best Fit” Colleges
  • Creating a Balanced List of Schools
  • On-Going Student Development Support

College Application & Essay Project Management

  • Expert College Application Guidance
  • College Application Tracking
  • Admissions Applications Calendar
  • College Research Workshop
  • Admission to our University of California, California State University, and Common Application Workshops
  • Essay Topic Development
  • Essay Editing/Reviews
  • Final Application Audits
  • Post-Application Follow-Up
  • College Selection Guidance

College Funding & Financial Aid Forms Services

  • College Funding Sessions for Parent(s):
  • Cost of Attendance Outlines
  • Merit and Need-based Financial Aid Award Estimates
  • Creating a Financially Balanced List of Schools
  • Analysis of Various Situations
  • E.F.C. Calculation
  • E.F.C. Reduction Recommendation
  • College Funding Plans
  • Current and Future Analysis (Optional)
  • Private Scholarship(s) Database
  • Financial Aid Guidance
  • Financial Aid Checklist and Forms
  • Federal Student Aid Account
  • FAFSA Submission
  • CSS Profile Registration & Submission
  • Institutional Financial Aid Forms
  • Student Aid Report (SAR)
  • CPSI Webinar Access
  • Financial Aid Negotiations
  • Financial Aid Negotiation Letters
  • Financial Aid Regulatory Updates
  • On-going Support

Wealth Management

  • Retirement Plan design and oversight
  • Tax Strategies
  • Investment Management
  • Asset Optimization
  • Insurance Solutions
  • Wealth Transfer
  • Risk Management
  • Business Succession Planning
  • Employer Benefits
  • Employee Education in the Workplace
  • Retirement Planning
  • Charitable giving


To ensure the safety of parents, students, and staff, we will be holding our student counseling meetings and our student workshops online. 
We will be conducting meetings via Zoom until further notice.
For upcoming scheduled meetings, our counselors will be contacting you directly regarding the Zoom meetings.
Our staff continues to work tirelessly to prepare our students and families for their college experience. If you are currently on break, get a head start now and take advantage of this time to start college planning. For any questions or concerns, please contact us at 858-676-0700.



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