E: John DeLorey | T: 978-462-1666 | F: 978-462-7180
College Planning Services
What we do Procedures & Fees

PROCEDURES AND FEES

John DeLorey has been in the college financing business for 26 years. He has refined and streamlined his method and this has allowed him to keep his Comprehensive fee at $1000. In addition, clients pay John with referrals of other parents needing his services.
 
Step 1: NO obligation, phone consultation. Fee - $0
The purpose of this phone consultation is to gather an educational profile of your children, your educational goals and the resources available to pay your children's tuition expenses. At the end of the conversation Mr. DeLorey will give you an overview of your college financial funding options and professional recommendations.
 
Step 2: In home 90 minute consultation. Fee - $400
The purpose of this meeting is for me to present to you a customized plan based on the information you provided me during our phone conversation. The plan will include:
  • An analysis of your projected tuition costs for all children
  • A report detailing what the the college will expect you to pay yearly to send your child to college
  • Recommendations on how to increase how much free money you could be eligible to receive
  • A detailed explanation on the specific financial aid policies of the colleges you are interested in and how their policies affect you

Step 3: Implement your customized plan. Fee - $600

After Step 2, if we both feel that I should be your outside college advisor, the real work begins. I will:
  • Help you design a college cash flow management plan
  • Offer you unlimited consultation to help clarify and implement your customized plan for all of your college bound children
  • Complete the complicated aid forms each year for each child
  • Assist you in the process of appealing your initial financial aid package
  • Recommend the best student loans for your children
 

FREE PHONE CONSULTATION

Start today - NO obligation. Save money, time and aggravation with just an email.
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WHAT OUR CLIENTS SAY

" John DeLorey has been outstanding with the advice and direction he has offered to my wife and I in the process of educating our five children. He has the ability to cut through the red tape and piles of paper work. Each child is different and their educational needs are unique. He has been able to look at their background and our family situation and offer very timely advice so that our child can end up in the best possible school for them and us. I highly recommend College Planning Services, specializing in college financing, of Newburyport if your children are thinking about attending college. "
- Tom & Jeanne Fleming
 Chelmsford, Massachusetts

 

 
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John DeLorey 34 Spofford Street Newburyport MA 01950