Learn from the
College Planning Experts

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.

Step 1

Family Consultation to determine appropriate program for family (if any applies)

Step 2

Family joins the College Planning Source Program(s) the will work best for them

Our College Planning Services

We developed and refined a unique and personalized process to help each individual student through the college planning journey. Each of our key services is specially designed to maximize the success rate for all types of students.

College Funding

Student Development

Application Process

Virtual Sessions

College Funding Program

  • Assess your family’s current financial picture
  • Calculate EFC
  • Strategically reduce EFC, if possible
  • Evaluate average net out of pocket for each child’s education
  • Review household expenses
  • Review upcoming life expenses outside of college planning
  • Review retirement plan
  • Create strategic college funding and retirement plan for all children and household

Student Development

  • Student orientation to evaluate student standing
  • College planning counselor assigned to student
  • Personality, Interest and Abilities profiling
  • Create student development plan for high school years
  • Planning and review of course selections
  • Extracurricular activity involvement
  • SAT/ACT test taking assessment and scheduling
  • Campus and Department Visit Guidance
  • On-going meetings to continue developing student profile
  • Career assessment and outside research activities
  • Research and selection of major study fields
  • Create a balanced list of schools for student to apply to

Application Process

  • Determine parents and students ideal college environment
  • Develop a balanced list of colleges
  • Student College Applications Orientation
  • Create custom college planning calendar and checklist
  • College Essays development and review
  • College applications review before submission

Zoom Meetings

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 Zoom video appointments available to make your life easier.

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


To ensure the safety of parents, students, and staff, and to echo the concerns of the state regarding COVID-19, we will be taking our student counseling meetings and our student workshops online. 
Beginning today, Monday, March 16th, 2020, we will be conducting meetings via Zoom (a video conferencing software) until further notice.
For upcoming scheduled meetings, our counselors will be contacting you directly regarding the Zoom meetings.
Our staff will continue to work tirelessly to prepare for the upcoming applications season during this time. If you are currently on break, get  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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