Solutions

College Aid Pro™

I believe that the smartest college choices are made when individuals are well informed and understand ahead of time their out-of-pocket (net) college costs.


The CAP planning service combines the essential, foundational knowledge you need with data-driven, customized insights so you know exactly how much you should be paying for college.

Customized Net Costs

  • Bottoms-up, detailed net cost projections based on your unique situation and inputs
  • You do not have to rely on outdated and often irrelevant financial aid percentages provided by the colleges

We have customized financial aid, scholarship, admission, and salary data all in one place. For every college!


Providing this type of planning is rooted in a passion to see students and families pursue lifelong dreams and unlock doors previously unopened. As a first generation college student, it's a dream to offer the college planning services I wish my family had growing up.

What We Offer

Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.