College Planning

We applaud you for taking concrete steps toward helping your child pay for college without making unnecessary financial sacrifices in the process.

Why Work with Us

We offer a specialized college-planning capability that will help you become an informed buyer of a college education, thereby helping to reduce your out-of-pocket college costs. With our service, your family can answer these vitally important questions:

  • Will we have to pay the school’s sticker price?
  • Which schools would attract my child with financial inducements?
  • Can we increase our financial aid eligibility?
  • Will we qualify for tax credits? Which ones?
  • Would test prep benefit our child?


How to save

Today, college four-year sticker prices can easily exceed $250,000! There are two different prices for a college education - one for the informed buyer and one for the uninformed. Which price will you pay?


Run your own college planning reports based on your child’s individual profile. You can also download our whitepaper on how to save on and not just save for college cost.

Educational Resources

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Learn More
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
Learn More
Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn More