Every family is unique and deserves an individualized approach to the financial aid process.
I bring the practice of financial planning to the college financial aid process to provide objective advice centered around a family’s overall financial well-being. Through my content and resources, I support families in creating an achievable plan for the money part of college, while keeping on track with their other financial goals.
I create a financial plan for college built around your family…
Two-income family
Most families start with the question: “With our income, how can we qualify for financial aid?” I bring you the insider knowledge of how colleges account for income and assets and guide you through the process to get more aid and to bring down your cost of college.
Single parent
The financial aid process is especially difficult when you’re doing it on your own. I guide you on how the system works for a single parent, how colleges account for money from a former spouse or partner, and what strategies get you the most financial aid on an individual income.
First-generation family
Going through the financial aid process for the first time is especially challenging. New terms and detailed questions about finances can make you feel unprepared. I’ve been there, and I provide you with step-by-step support to pursue your family’s dream of going to college.
We start from the beginning in high school…
The start of high school is the time when most families really think about affording college. You don’t have to feel behind; you’re not. I’ll provide you with the framework to think ahead, set clear expectations, and create a financial plan to maximize your efforts during the high school years.