Our Services
College Planning Services customizes a college funding strategy specifically tailored to meet each family's needs. Through practical advice and hard work CPS makes it simpler and easier for parents to apply for free scholarship money.
- Our main focus is to save our clients a minimum of 25% per year on tuition costs while protecting their assets.
- And to simplify the financial process, right paper work at the right time, saving parents 10-15 hours that could be used in researching colleges
College financing can be a complex and bewildering process. We will cut through all the "red tape" and jargon to develop a customized solution to your college funding needs. Our college financial planning process is based on working with you in the following areas:
Enabling you to receive 25% more in scholarships and grants each year:
- Recommending the best way to position your finances to optimize your college scholarship and grant eligibility (free money)
- Enlightening you on which colleges are the most generous with their endowment
Explaining how colleges assess your ability to pay:
- Using the Federal (FAFSA) and CSS Profile formulas we will explore all the options availabe to you
- Clarifying the difference between the FAFSA and Profile forms and which schools want which forms
Protecting your assets by:
- Showing you the proven and approved way of protecting assets from the financial aid form
- Providing you with professional, unbiased recommendations on the best ways to finance a college education
Completing the complicated financial aid forms:imizing your child's eligibility for free money by:
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Financial aid forms need to be completed each year to reflect changes in family finances such as inheritance, retirement, or loss of employment, etc.
- Financial aid forms have over 225 questions spanning three taxable years
- Financial aid reporting requirements change yearly and are becoming more intrusive
START YOUR PLAN TODAY...CONTACT US
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Free 30-Minute Phone Strategy Session |
Save 25% or more on your child's tuition bill with your FREE phone strategy session. And get your own customized 4 Step Action Plan. Just fill out the information below and we'll call you to set up your strategy session. Or call us directly at 978-462-1666.
PRIVACY STATEMENT We are extremely strict about protecting our client's privacy. We never sell or give away any information entrusted to us. Our reputation and our business depend on it.
WHAT OUR CLIENTS SAY
"
John has been an invaluable resource in college planning. Most appreciated is how
much money he saved us, with so little effort on our part.
"
-Michele Riopel
Newburyport, Massachusetts
HOW WE DO BUSINESS |