Work With Us - College Money Smart

College Planning that

Saves You Money and Time

Plan Smart, Save Big on College Costs

Hey Parents!

Figuring out How to Pay for College can be overwhelming and stressful for your family, whether college is right around the corner or a few years down the line.

Given the high costs of college and your desire to provide the best for your child, it’s easy to overspend and accumulate debt and face other financial challenges, like shortchanging your retirement savings.

Don’t overpay for college for your kids and jeopardize your retirement.

Create a better college funding plan and protect your family’s financial future.

Work with College Money Smart

Make Your Family's College Journey
More Affordable and Less Stressful

Take the guesswork out of your college planning
Build a better list of schools to consider

Explore more possibilities for your family
Make more informed financial decisions

Maximize

Maximize your college buying power.

Fit

Find the right fit school for your student and your finances.

Save

Save money and time in planning and paying for college.

Choose a Plan

Find the right plan for your situation

College Financial Essentials

Give yourself the gift of more time.

Get a jumpstart on a more affordable college future.

Review how college pricing works today; these insights are essential for effective college planning – so you save money and time
Analyze detailed cost projections for up to three schools
Calculate personal savings and cash flow projections for college funding
Explore cost-saving strategies that can shrink your out-of-pocket spend and help minimize debt

This plan is ideal for families with kids in elementary school through 9th grade, or if you just want a second opinion on your current planning.

Fee: $450

Financially Fit for College

Spend smarter on your family’s college journey.

This is a comprehensive college funding plan to help you maximize your college buying power and find the right fit school for your student and your finances.

Calculate Student Aid Index (SAI)
Calculate family college budget – cash flow and savings
Build a better list of schools to consider and compare schools side-by-side
Estimate Need-based and Merit-based Aid
Determine true out-of-pocket costs for schools on your list
Understand student loan costs and repayment schedules, before taking them out

Ideal for families with high school sophomores and juniors

Fee: $1,200

Financial Aid Awards Review

Know the real bottom line before saying ‘yes’ to any school.

Compare financial aid for up to four schools

Summary of four-year net costs
Proposed need based and merit-based awards
Borrowing analysis
Repayment schedule
Estimated take-home pay
Total repayment costs
Identify any potential remaining Funding Gap

Ideal for families with students who have been accepted to schools and received financial aid offers

Fee: $375