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College Planning Program


"Today’s staggering college costs have parents looking for the best ways to pay for college without drastically depleting their retirement plans." 

"Over 50% of the kids who start college do not get their degree. With the families who we work with, over 85% of our kids graduate."



We routinely save families $30,000 to $60,000 on their college costs.  We assess a family's unique, and even complicated, financial situation to determine all available and appropriate strategies to maximize financial aid and scholarships. Even families who don't qualify for need-based aid can get scholarships and discounts for college with our proprietary tools and strategies.  We are California based, nationwide coverage of research and college funding opportunities!


We take the guess work and anxiety out of the college planning process. By providing  guidance through all aspects of the career search, college search, admissions applications and selection processes, we help determine the best fit colleges - academically, socially and financially for your family . We go the extra mile coaching students to identify their interests and aptitudes in deciding their major and career path. And, we can assist parents completing financial aid forms on time and accurately. 


What's the secret?  We teach families what goes on behind closed doors of college admissions and financial aid offices; How colleges make decisions about who gets in and who gets extra the scholarship money; What to do and when to do it!


We are experienced. We have been guiding parents and students for over a decade so you can feel confident and secure knowing our knowledge and expertise is working for you. We've helped thousands of families and students make the most of their college planning. 

Learn about our innovative approach to college funding.

$5,000 Visionary Scholarship application

Get your FREE copy of the Top 10 "To Do's" to Maximize your college success.

Our Family / Student Services Include:

Expected Family Contribution

Better understand your family’s monetary involvement

Career Assessment Tools

Discover what major you should pursue based on your abilities and temperament

College Selection / Student Positioning

Ensuring you find the college best suited for your interests and your budget

Filing FAFSA and CSS Profiles

Competent assistance in completing important financial aid forms

Test Preparation

Essay Writing Assistance

Client-only web portal

Analysis of Award Letters to show you the exact amount you’ll end up paying

Study and review will help your test scores and final scores

With live and internet-based help, your entrance essay will shine

Tap into the comprehensive resources our application offers

Awards and Appeals

Preparing for College

The college admissions process is highly competitive and becoming more so each year. To improve your odds of getting in and receiving the necessary funding to attend, you must know the workings of the admissions process, and how it goes hand in hand with the institution’s financial aid strategies. Colleges are in the business of providing higher education.  The key word here is business.  Institutions have a very definite business approach when it comes to offering admission and funding to a prospective student.​

College is very important as an investment in your children's future to be competitive in the market. We invest in the hopes of a positive return for our children's bright future and planned correctly, it can provide a return of higher income and increased job security in the hopes of overall better quality of life. However, If your student graduates buried in a lifetime of debt they no longer enjoy these benefits for a better quality of life. 

You CAN send them to college without burying them in student loans or sacrificing your retirement if you have the knowledge, resources and direction to navigate the process. Our job is to show you how to get the best education at the very lowest price, yet you will learn that's just the tip of the iceberg!

You Can Win




If you plan to send your kid to college, your Expected Family Contribution (EFC) is THE most important financial number in your life. Colleges use the financial information that you give them on the FAFSA®(financial aid application) to calculate your EFC to determine how much tuition you can afford to pay before they offer any grants and scholarships.

Many colleges even use your EFC to qualify your student for admissions and merit scholarships. Your EFC can literally be the difference between getting accepted, put on a waitlist, or outright rejected.

NEVER, NEVER, NEVER complete the FAFSA® (financial aid application) before you know what your Expected Family Contribution (EFC) number is.

Why You Need To Know Your EFC


(NOT knowing can cost you thousands of dollars!)

  • How to effectively lower your EFC?

  • How to negotiate a better offer?

  • How to evaluate an offer from a school?

  • Schools students loan default rates?

  • What the college yield is and why it's important?

  • What the most overlooked part of a college submission is?

  • When to file for the best chance of getting scholarship money?


  • How to compare your offer vs to peers?

  • The different types of funding sources?

  • When is the best time to visit a college?

  • How to successfully navigate through the process?

  • What is required and not required on a FAFSA and CSS applications?

  • How to get your student into their dream college with the lowest tuition?