Our Approach

We believe that college funding and student development plan are correlated and need to be established at the same time to produce the best outcome for a family. With this idea, we have developed a innovative two-part college planning system to help families identify and achieve their goals. This strategic approach was created utilizing our experience working with over 800 families and students. What we created is an approach the helps families understand the college planning process while providing insightful new solutions to any concerns that they may have.

Our Approach

Step 1:  Family Consultation to determine appropriate program for family (if any applies)
Step 2:  Family joins College Planning Source Program(s) best for them

  1. Assess your family’s current financial picture
  2. Calculate EFC
  3. Strategically reduce EFC, if possible
  4. Evaluate average net out of pocket for each child’s education
  5. Review household expenses
  6. Review upcoming life expenses outside of college planning
  7. Review retirement plan
  8. Create strategic college funding and retirement plan for all children and household
  1. Student orientation to evaluate student standing
  2. College planning counselor assigned to student
  3. Personality, Interest and Abilities profiling
  4. Create student development plan for high school years
  5. Planning and review of course selections
  6. Extracurricular activity involvement
  7. SAT/ACT test taking assessment and scheduling
  8. Campus and Department Visit Guidance
  9. On-going meetings to continue developing student profile
  10. Career assessment and outside research activities
  11. Research and selection of major study fields
  12. Create a balanced list of schools for student to apply to
  1. Determine parents and students ideal college environment
  2. Develop a balanced list of colleges
  3. Student College Applications Orientation
  4. Create custom college planning calendar and checklist
  5. College Essays development and review
  6. College applications review before submission

We currently offer services to families internationally that are interested in having their loved ones attend colleges within the United States. As a result, we conveniently provide online video conferencing sessions via Zoom. We understand the value of time and whether you are 30 minutes or 30 hours away we have Skype appointments available to make your life easier.

Call us to schedule your free one-hour Zoom consultation now!


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