OPTION 1: Full Financial Planning

“I need a Financial Advisor to help with everything - college, but also retirement, taxes, debt, investments, and more.”

Positioning your income and assets to get as much need-based aid as possible
College list with good-fit schools with net prices in your budget
Filing the financial aid forms (FAFSA, CSS Profile)
LARGE list of private scholarships that your student can apply for
Appealing financial aid award offers to try to get more aid
Finding the lowest-cost loans you can get (*even if not needed, using low-cost loans can be smart)
OPTION 2: College Only
“I just need help with college.”