College Aid Planners Appointment Calendar

We are now conducting IN PERSON meetings in addition to Zoom/phone meetings. We are vaccinated, but willing to wear a mask if it makes you more comfortable.

Once you choose a service, please select how we’ll meet.

College Services

College Services : Initial Consultation - "College Reality Check"

Avoid heading blindly into the college planning process. We help determine what you can afford and how to find schools that fit your budget (and avoid those that won’t), as well as discuss educational tax strategies and other ways to reduce your overall┬ácost

~FOR MANY CLIENTS THIS MEETING IS ALL THEY NEED~

Duration: 1 hour

Price: $ 125.00

College Services : Comprehensive Financial Aid Services - Annual Retainer

Eliminate the anxiety of the college aid system. We expertly guide you through the entire financial aid process, so you feel confident you’ve sought out every opportunity to reduce the cost.

~FEE WILL VARY DEPENDING ON COLLEGES INVOLVED~

Duration: 1 hour

Additional Services

Additional Services : Retirement Planning

Many clients tell me that college costs crept up on them. Unfortunately, many parents have let retirement sneak up on them too. We work with you to avoid making that same mistake twice!

Duration: 1 hour

Additional Services : Tax Preparation

Kids in college make tax preparation more complex. We specialize in preparing taxes for college-age families, which means one less thing for you to stress over.

Duration: 30 minutes

Existing Clients

Existing Clients : Quick Conversation

Need to set up a time for a brief telephone/Zoom conversation or ask a question?

Duration: 15 minutes

Existing Clients : Follow Up Meeting

Need a follow up meeting meeting to discuss a college, tax, student loan, or other financial issue?

Duration: 1 hour

Price: $ 95.00