Our Services

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 services include:

Our unique College Admissions Planning Program provides guidance for your college-bound student to help understand their future options, compare the differences between them, and make educated decisions. In order to do this we provide:

  • One-on-one student meetings (in-person or Skype)
  • Interest, Abilities and Values Assessments
  • Career & Major Exploration
  • Student Profile Evaluations and Goal Setting
  • Profile Development
  • Strategy and Goal Follow-ups
  • Campus Visits & Tour Recommendations
  • College Application Exposure
  • Resume Tracking and Development
  • CPSI Student Portal College Program account
  • Admissions Planning/Timeline Webinars
  • Customized College Planning Calendar
  • Summer Program Planning and Applications
  • Selecting Best-Fit and Balanced List of colleges
  • Proprietary College Application Workshops
  • Applications Support Program

Our Applications Support Program saves countless hours of time for parents and students. The application process entails many different action items that often need to be completed or submitted in a particular order. Our applications support program includes:

  • Creating a Best-Fit and Balanced list of Schools
  • Customized College Application and Essay Checklists
  • Proprietary College Application Workshops
  • In-Depth Essay Topic Development
  • Essay reviews, editing
  • Final Application Reviews
  • Application Q&A Webinar Access
  • Post Application Follow-ups
  • Tutorial Access
  • Merit Scholarship Analysis

Our College Funding Program allows families to maximize their opportunities for financial aid and create a confident strategic college funding plan for all their children.

  • E.F.C. Calculation
  • E.F.C. Reduction Recommendations
  • School Costs and Financial Aid Award Estimates
  • College Funding Analysis and Report
  • Financial Overview and Analysis
  • Comprehensive College Funding Plans
  • Tax Scholarships
  • FAFSA Completion
  • CSS Profile Registration
  • CSS Profile Completion
  • Institutional Financial Aid Forms Completion
  • Adjustment Accuracy of Student Aid Report (SAR)
  • CPS Webinar Access
  • Negotiation Strategies
  • Negotiation Letters
  • Financial Aid Updates

Our Wealth Management Program provides families with critical help needed for financial planning by evaluating your family’s unique circumstance, developing strategies, maximizing benefits, and setting goals for the future.

  • 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

**We do not offer sports recruiting services or endorse any specific sports recruiter in Southern California.


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