What you can expect...

Less frustration, confusion, and stress in planning for college.  College Plan 101 uses proven processes and strategies that provide a clearer focus.

Business Owners have an understanding of an array of available options.  The college planning strategies for business owners can impact financial aid, taxes, and cash flow.

A quicker start to your retirement.  By understanding and using the College Plan 101 strategies, your retirement will now be a reality and not an obstacle.

A lower cost of college resulting from savings throughout the whole process . The overall goal of the college planning process is to provide a framework to provide significant savings. 

Philosophy and Values
We work hard to get results.  College planning is a process that can lead you to greater results depending on the effort you put into it.  We help you identify areas of opportunity to get the best possible results.
Balance is important.  We want the college experience to be a great one for the parents and the student.  By balancing the student’s needs and desires with the parent’s needs and desires, we find the optimal solution.
Time management and stress reduction are keys.  Planning for college is different than most goals because there are specific deadlines that have to be met.  By following a structured process, you will accomplish more which gives you greater control from start to finish.

Our Approach
Planning for college takes a comprehensive approach.  The College Plan 101 process provides you with greater success because it integrates a variety of areas. 

Quality advice provided by knowledgeable and licensed Professionals.  In order to fully understand your situation, make recommendations, and provide solutions you can be assured the knowledge level is high and training is ongoing.  By working with a Certified Public Accountant (CPA) and Certified College Planning Specialist (CCPS) you can be confident that you’re getting quality advice.  The National Institute of Certified College Planners (NICCP) has a designation called the Certified College Planning Specialist which provides a solid foundation for college funding process.  Learn more at www.NICCP.com.

We take pride in our hands on approach.  Throughout the entire process we spend time individually with the student and with the parents to fully understand their needs and desires and create an environment of flexibility which is key to a successful college planning process.