Step 1: Evaluate Your Current Situation
Our first job is to develop a clear picture of your current financial position. From that baseline, we can calculate your potential eligibility for need-based aid and determine the gap that will need to be filled between either you, your child, or a combination of both.
Step 2: Set Realistic Goals
With the information from Step 1, we define a range of higher education goals for you and your child. After we hone in on a list of possible schools and their tuition, our team gets to work on Step 3.
Step 3: Develop and Implement a Savings Plan
We begin by determining the right strategies to accomplish your goals. You’ll be presented with a simple, clear, and effective plan to get there, including the ideal products and services that should be utilized (and don’t worry, we aren’t receiving any commissions from our recommendations, so you know our advice puts your interests first).
Step 4: Monitor and Review
Communication is a major key of the planning process. We will check in with you on a regular basis via email to make sure you’re staying on track with your plan and to address any major changes in your financial position.
The majority of our interactions will take place over email, however, we may decide to schedule phone or Skype calls as necessary.