The Steps to College Funding Success

Is your family trying to figure out how to send one or more kids to college without being in debt forever? College Planning Source can help! Our experienced financial advisors take an 8-step approach to help you maximize the amount of free money for college that your family can obtain.

  1. Initial assessment – We need to understand your family’s current financial situation.
  2. Calculate your EFC – This is your expected family contribution – the amount the government feels your family should be able to contribute toward college expenses.
  3. Try to reduce your EFC – Sometimes, it is possible to bring this number down by reviewing your current situation and the ever-changing laws.
  4. Evaluate expenses – Next, we estimate how much each student can expect to spend.
  5. Review household expenses – Is there any way to reduce expenses to fund college without going into debt?
  6. Review life expenses – College isn’t the only major expenses families face. Will you need a new car soon? Does the family home require maintenance?
  7. Check your retirement plan – You shouldn’t be broke during your golden years to get your kids through college.
  8. Strategic planning – Now, we make everything work together for your family so that retirement planning, college funding, and other household needs can come together in an affordable manner.

Helping Families Meet Their Current and Future Financial Needs

Get started today by contacting College Planning Source at 858.676.0700. You can also begin your journey by requesting an assessment online.

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Helping Families with their Educational and Financial Future

Learn more about College Planning, including resources on Admissions, College Funding, and Financial aid. Reserve a webinar spot today.


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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