Our name is rooted in the deep Scottish traditions of the Maxwell Clan. The clan crest reflects the strong and protective traditions of the Maxwell’s, while the motto, “Reviresco” provides a great vision for the firm. “To Grow, Flourish, Strengthen and become Anew” is a great quiding principle for the service we strive to offer our clients.
A College Planning Team You Can Rely On
Our Mission: Showing families and students a smarter way to plan and pay for college.
No Guesswork! Leverage time tested strategies to control college costs and help your student target best-fit schools.
Tune out the noise! Avoid common mistakes other families continue to make. Stop relying on common myths that just are not true, and will likely hurt you more than they might help.
Keep the student top priority! Show your student a clear path to a timely graduation by finding the best academic, social, financial fit schools. Lay the foundation for the eventual transition into a rewarding career that also pays well.
Leave no stone unturned! Ensure available financial and academic resources are optimized (scholarships & free money).
Improve household finances in the process! Develop a plan to protect retirement while paying for current and future college students.
Know you did the absolute best you could! Ease stress and anxiety to make it all fun again.
Meet The Team
We routinely save families $40,000 or more over a typical four-year college experience. By assessing each family's unique financial situation, while also taking the students interests into consideration, we are able to evaluate available strategies that will maximize financial aid and scholarships.
By providing guidance for the student’s career search, college search, admissions applications and school selection processes, we help target the best academic, social, financial fit colleges. We find this greatly improves the likelihood of graduation within the ideal four year timeframe, perhaps the biggest time and money saver of all.
College funding & Financial Planning Counselor
Ian is passionate about clearly articulating important college planning concerns, giving students and families valuable strategies to improve their college planning and college funding situation. Ian focuses on providing families and students with the type of education, tools, and strategies they really need to improve their quality of life throughout all phases of the college planning process. Ian’s ultimate goal is to show families and students how successful college planning outcomes are absolutely dependent on having a comprehensive plan that addresses both near-term college finance concerns as well as long-term retirement planning issues.
College Planning & College Funding Counselor
Mr. Lundgren has been a financial counselor since 1999, focusing on College Planning/Funding since 2001. He has educated thousands of parents and their college-bound students throughout Southern California.
Mr. Lundgren is a member of the National Association of College Admissions Counselors (NACAC), the American College Counselors Association, the Western Association of College Admissions Counselors (WACAC), and CASFAA’s High School Relations Committee. He was nominated for a Special Recognition Award and presented “The Pros and Cons of 529s” at the 2010 CASFAA Conference.
Jim is the Southern California Regional Representative of the American College Planning Foundation, a member of the Board of Directors of the National College Advocacy Group, and a member of the American School Counselors Association and the California Association of School Counselors.
College Planning & Student Positioning Counselor
Cori has the unique ability to break down complex college planning and financial matters and translate both to parents and students in an easy to understand manner. With two kids in high school, college is on the horizon, and she knows exactly how overwhelmed and stressed it all can be for parents. Her knowledge and expertise provide the calm within the storm. Cori has worked in financial services since 2000, and is associated with a nationwide network of college planners who for years have used strategies to help students find and select colleges that fit, maximize financial aid and scholarships, and financially planned with parents to make college affordable. Cori holds the Certified College Adviser designation and is a member of the National College Advocacy Group, a non-profit organization dedicated to supporting students, families, and other advisers on the issues surrounding college admissions and financial aid.
Abraham has amassed an extensive background in sales and customer service laying out the perfect foundation for his self-proclaimed purpose; to serve. Abraham brings his professional and positive nature in service to our parents and students working as a resource for daily questions, answers and assistance. Abraham's goal is to become an expert, aiding and counseling the younger generation through the complex procedures of college selection, college planning, and life after college.
Student Positioning Counselor
Paula is a veteran marketing professional and college coach. Paula's experience includes growing up in agriculture and later opportunities to work in different government and educational systems. She brings it all to together in her smart counsel of our college-bound high school students. Paula has personally navigated the complexities of college planning with her two amazing daughters, both of whom are graduating from George Fox University with engineering degrees and heading to grad school.