Proper college planning is both an art and a science, balancing the art of helping the student identify and get accepted into the right schools, with the science of funding his/her college costs without sacrificing other key elements of the family's overall financial future.

We look forward to being your trusted partner, helping coach you through every step of the process.


Student Positioning

  • Interest & Aptitude Assessment

  • Career & College Alignment

  • College Search Session

  • Careers - Majors Mapping

  • Develop Target College List

  • Find the best academic, social & financial fit


Financial Positioning

  • Expected Family Contribution (EFC) Analysis

  • Recommendations to Reduce EFC

  • Implement Strategies to Reduce EFC

  • College Scholarship & Aid Analysis

  • College Payment Plan

  • Parallel Retirement Planning


Forms Processing

  • Prepare the FAFSA

  • Register for & prepare the CSS Profile

  • Complete Need-based Institutional Forms

  • Confirm Accuracy of SAR and IRS DRT

  • Analysis of Financial Aid Awards

  • Direct the Appeals Process

  • Guidance on College Loans


Coordinated Communications

  • College Planning Manual

  • College Reminder System

  • 60 point checklist, broken down by month-year

  • Accountability Calls

  • Dedicated Team of Professionals

  • Proprietary Technology Platform


Pricing List

Our prices flex to meet the unique requirements of each year in high school.

15% discount for continuing students and siblings


Freshman Year


Laying the foundation for student positioning, we start identifying interests and possible career choices. We map out course selections, extracurricular activities and potential job or internship opportunities. We also get a head start on positioning parents’ financial assets to improve chances of controlling college costs.

Sophomore Year


Building upon the efforts of Freshman year, we continue to focus on student interests, coursework, and mapping these to potential career assets. Preliminary school selection starts, allowing for early EFC calculations, along with continuing adjustments to parents’ financial positioning.


Junior Year


This is where the heavy lifting starts as we continue to build upon work done in the Freshman and Sophomore years. Test prep is carefully tracked and meetings are more frequent and we start mapping career interests to majors. This helps to solidify a list of best fit colleges and starts adding clarity to family EFC and net college costs.

Senior Year


This is where all the hard work starts to pay off. The final list of best fit schools allows us to tailor application packages based on GPA, test scores, athletic and extracurricular activities, majors and financial criteria. Appropriate forms are filed accurately and on time. School selection and awards packages are carefully compared to help families and student come to a final decision. The final funding plan is delivered and implemented.


Contact Us

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We recognize the enormous amount of time, emotional energy and trust we are asking you to invest with us. Let us show you how we can help.

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We Are Setup For Remote Coaching

9540 Towne Center Drive, Suite 150 San Diego CA 92121