Planning For College And Paying For College Is Overwhelming
Feel like planning for college expenses is an overwhelming project?
Planning for college and how to pay for it is a daunting task – and many families simply give up in the process! Don’t let colleges have the final say by TELLING you what you will pay for college. We are your college planning Project Managers. Let us do the heavy lifting for you!
What Is College Planning?
Designing Your Career Path
Aligning your career and college choice(s) to get the most fulfilling/ lucrative career possible is not a straight-forward proposition. We will show you how to position your child (or yourself) for the best career possible – without wasting lots of time and money in the process.
Optimizing Your Student Resume for College Acceptance
Let’s face it, top-tier colleges are becoming increasingly competitive to enter. We guide you through the college admission process so your child (or you) can stay on track to be accepted at your first-choice college or university.
Advanced Strategies for College Funding
College is expensive. And college costs will only continue to rise. We teach you about options and opportunities that the average family will never hear about – or think they don’t “qualify” for. This session alone will save you THOUSANDS of dollars.
The strategies we discuss have been time-tested over 30 years, and hundreds of families have benefited from them. You should too.
SAT & ACT Prep
Did you know that high SAT/ ACT scores can give you access to more money for college? Find out more when you take advantage of our Student Planning Package.
College Strategy Session – 1st Consultation
Sit down with a College Planning expert. We will walk you through the ins and outs of getting into your first-choice colleges – and help you develop a strategy to pay for it all.
$250.00
Career Planning and SAT/ACT Prep Package
Aligning your career and college choice(s) to get the most fulfilling/ lucrative career possible is not a straight-forward proposition. We will show you how to position your child (or yourself) for the best career possible – without wasting lots of time and money in the process.
$497.00
BASIC Student Planning Package
Let’s face it, top-tier colleges are becoming increasingly competitive to enter. We guide you through the college admission process so your child (or you) can stay on track to be accepted at your first-choice college or university.
$2997.00
1 Year of College Forms
80% of families DO NOT fill out their college forms correctly. Filling out forms incorrectly will cost the average American family thousands of dollars! Let us help you avoid these costly, but often overlooked, college forms mistakes!
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DELUXE College Planning Program
AKA: “I Need The BASIC Student Program, AND direction.”
(Our most popular program for those who need expertise in the process from start-to-finish.)
Highlights: 10 One-On-One Student Appointments, 6 Admissions Essay Reviews, First Year Form Submission for up to 20 schools.
$4997.00
PREMIUM College Planning Program
AKA: “I’M PANICKED! We need it ALL and we need it now!” (Our individualized one-on-one program for the student who is planning to apply to a lot of schools, or who wants a lot of hand-holding!)
Highlights include: UNLIMITED One-On-One Student Appointments, UNLIMITED Admissions Essay Reviews, Appeals and Negotiations, Client Events and Student Transition Celebration.
UNLIMITED: First Year Form Submission.
$9997.00
Financial Analysis & Planning
Would you like us to take a look at your current financial situation? Or your current plan for retirement? We would love to sit down with you and implement a plan to make sure you DON’T run out of money in retirement.
$2997.00
Coaching for Tax and Financial Professionals
How to save your clients tens of thousands of dollars – and in the process attract and keep more loyal clients without discounting your services.
$4997.00
Basic
Student Planning Program- Career/ Major Plan
- SAT/ ACT Test Prep
- College Choice Review
- College Essays Review
- College Applications
- 6 Student Meetings
Deluxe
College Planning Program- Career/ Major Plan
- SAT/ ACT Test Prep
- College Choice Review
- College Essays Review
- College Applications
- Yearly FAFSA Filing
- 10 Student Meetings
- Forms and Filings
- FAFSA/ CSS Profile
- Verification Forms
Premium
College Planning Program- Career/ Major Plan
- SAT/ ACT Test Prep
- College Choice Review
- College Essays Review
- College Applications
- Yearly FAFSA Filing
- Unlimited Student Meetings
- Forms and Filings
- FAFSA/ CSS Profile
- Verification Forms
- Financial Aid Appeals
- Financial Aid Negotiations
- Best-Way-To-Pay: Advanced College Funding Options
College Strategy Session
Schedule your first session to find out if College Planning is right for you and your family.
Student Planning Package
Interested in our full-service Student Planning Package?
Financial Analysis & Planning
Would you like us to take a look at your current financial situation? Or your current plan for retirement?
Financial Professionals Coaching
Are you a tax of financial professional? Find out how our coaching platform can help you attract and keep more clients!
Boost Your Financial Services Firm With Personalized Coaching
Tired of getting difficult clients that take more time and effort than they’re worth?
Tax & Financial Professionals Coaching is for tax and financial advisers that are looking for a time-tested strategy to get and keep MORE CLIENTS. Would you like to charge more for your services and fire those difficult clients that you currently need to pay the bills? Ron Caruthers shows you a better way to attract and keep high net worth clients that will continue to come back to YOU for their financial needs.
What Is Tax & Financial Professionals Coaching?
ATTRACT MORE CLIENTS
KEEP MORE CLIENTS
OFFER ADDITIONAL SERVICES
EARN MORE PER CLIENT
701 Palomar Airport Road
Suite 170
Carlsbad, CA 92011
Phone: (760) 607-7021
Fax: (760) 874-8957