College Aid Planners Appointment Calendar

WE ARE OPEN FOR BUSINESS, but due to Covid-19 we are suspending in-person meetings.
All meetings will now be conducted via telephone or Zoom meeting.

Once you choose a service, you will be asked if you’d prefer a PHONE CALL or ZOOM MEETING.

College Services

College Services : College Reality Check

To avoid you heading blindly into the college process, we determine what you can afford to pay and how to find schools that fit that budget. We also discuss the most efficient way to pay the balance.


Duration: 1 hour

Price: $ 95.00

College Services : FInancial Aid Form Services

Eliminate the hassle and anxiety of the college aid forms, we expertly complete the required financial aid forms for you and handhold you through the entire financial aid process.

~Prices will vary depending on forms~

Duration: 1 hour

Additional Client Services

Additional Client 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 and 30 minutes

Additional Client 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: 45 minutes

Existing Clients

Existing Clients : Quick Conversation

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

Duration: 15 minutes

Existing Clients : Follow Up Meeting

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

Duration: 1 hour

Price: $ 95.00