Do you give out loans or scholarships?
No, we are not a lending institution or a scholarship fund. However, depending on your needs, we will identify and recommend the best college financial tools for your situation.
There are so many grants and scholarships available, and each seem to have so many rules, it is impossible for us to feel we have really covered the bases when it comes to getting assistance for our child’s education. Can you help?
Absolutely. We are familiar with both grants and scholarships from many sources, from federal, state and local governments, educational institutions, philanthropic organizations, corporations, colleges and universities, and other sources. We’ll help identify all the grants and scholarships your child may qualify for; however, we are NOT a “scholarship search” company.
Can my current financial advisor or CPA offer these services to me?
More often than not, financial advisors and CPAs do not have the expertise and insights that a College Planner has into the world of late-stage college funding. This specialization means our College Planners have a very specific skill set necessary to help with the college funding process. Many financial advisors and CPAs recommend our services to their clients who are considering ways to pay for a college education, because the value added by our specialized skills is immense.