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Frequently Asked

When is the best time to start College Planning?

The ideal time to start planning for college admissions and college funding is when your child is at the end of their freshman year or beginning of their sophomore year.

However, if your child is older than that, it is certainly not too late. With decades of experience, we can offer value at any juncture of the college process (even after your child has started college, in many cases).

What if I make too much money for financial aid?

This is a common misconception that LOTS of families have. Even if you’re in the top 5% of wage earners in America, we may be able to tailor a college funding plan that you’ll love!

Very often we are able to help families that have an annual income of $80k-$200k+. While every situation is different, we do everything we can to reduce your families college-cost burden.

Can you help my child choose a college/ career?

Absolutely, yes! Part of our College Planning process involves a series of meetings with your child to explore options that are best for them. We consider their college(s) of choice and align them with career fields that are best suited to their passions and income goals.

Do you do SAT & ACT prep?

You bet! We’ve partnered with an online test prep solution that allows your child to dramatically improve his/ her test scores over time, and at their own pace.

Our students have seen significant improvement in both their SAT and ACT scores after working with our online platform.

What is your refund policy?

If you are not 100% satisfied with the results of your time spent with us, we will absolutely refund your money!

Online Resources

5 Wealth Transfers eBook

eBook blurp…

The Essentials of Financial Goal Setting Newsletter

Would you like to receive our weekly newsletter? Tax savings tips, mortgage news and tips, college tuition savings, wealth building, and more. We’ll keep you in the know.

College & Financial Planning Workshop

Do you have more questions? Feel free to sign up for our next workshop. We would love to meet you!

Subscribe to our newsletter for resources and tips on college financial aid and college admissions.

Phone: 760-607-7201

Fax: 760-874-8957

701 Palomar Airport Road

Suite 170

Carlsbad, CA 92011

2869 Historic Decatur Rd

Liberty Station

San Diego, CA 92106

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