College Aid Planners Appointment Calendar

We offer a range of services to assist parents with the myriad of financial challenges they will encounter in getting their student through college and into the workforce.

Please select the service that you would like to meet with us about.

Client Services

Client Services : College Reality Check

To avoid you heading blindly into the college process, we determine what you can afford, advise on cost-saving strategies, then figure the best way to pay the remaining cost.

(2 hours)
$ 85.00

Client Services : Retirement Planning

Many confide to us that they let college sneak up on them. Unfortunately, they’re repeating this same mistake with their retirement. We’ll discuss your retirement plans, or lack thereof.

(2 hours)

Client Services : Tax Preparation

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

(30 minutes)

Video Conference

Video Conference: Video Reality Check

Outside of the Chicago area, but still want to consult with us? We can meet with you via a web conference.

(1 hour)
$ 85.00

Existing Clients

Existing Clients : Telephone Conversation

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

(15 minutes)

Existing Clients : Random Office Meeting

Need to meet to discuss a college, retirement, tax, or other financial issue?

(1 hour)