Solutions & Pricing
To ensure families get the right college at the right price, and students transition successfully to college, it is important for all families to get access to all 12 key areas for success. However, some families want more hands-on help and others are willing to take on more themselves. So, find the solution that is the best fit for your family.
CAP index and college report. Takes GPA, Test Scores, and what type of schools that student should be targeting. All from College Planner Pro.
Short description of what they get College Planner Pro
Do What You Are - Birkman Fit2Flourish
Look at language in report - CAP Index
Charmas' coaching workbook
Don't currently have a resource - Merit based scholarships from the schools they have strategically selected.
Report from Stuart
Everplans intro, checklist out of book, college finance 101 coaching
Out of college cost navigator
100% of apply - FAFSA Assist Plus sheet
Role of the FA - Retirement Ready or Not Report - Not delivering something to them - How do we pay for college, maintain lifestyle and stay on track for retirement
Figure out the family working contribution - identify the college budget, family budget, and resources for college