College Services

College Reality Check

Not sure where to start? Or what you can afford to pay for college? Our College Reality Check provides the background information and guidance needed to smartly navigate planning and paying for college.

Comprehensive Services

For senior parents, this service provides handholding through the various financial steps of paying for college. More than a single meeting, we remain “on call” as a resource to lean on for guidance. *CSS Profile forms will require additional fees*

Student Loan Consultation

Need to better understand your options? Not sure which payment plan or if you should refinance? Get answers to your specific situation & learn about tax breaks that may save hundreds of dollars.
Additional Services

Tax Preparation

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

Retirement Planning

Often clients tell me that college snuck up on them. Unfortunately, many parents are letting their retirement sneak up on them as well. We work to avoid making that same mistake twice!
Existing Clients

Follow Up Meeting

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

Quick Conversation

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