Comprehensive College Planning Programs
GetCollegeFunding has evolved into a full-service College Planning organization. While our name illustrates the importance we place on the affordability component, our expertise and professional services are by no means limited to the financial domain.
What is Comprehensive Planning?
The first page of our personalized College Funding NAVIGATOR planning guide we design for all of our client families summarizes it best:
Comprehensive College Planning begins with Financial Aid Analysis - both need and merit-based - followed with an array of strategies designed to find excellent-fit colleges for the student while minimizing the family's out-of-pocket costs.
Comprehensive Planning Includes The Following 7 Elements:
- Financial Aid Analysis: Need-based AND Merit-based Eligibility
- College Admissions Counseling: Emphasis on Refined College Selection
- Effective PSAT/SAT/ACT Test Preparation: resulting in Knowledge, Admissions, and Merit
- Financial Strategies: Balancing Paying for College, Retirement Planning and Investing
- Loan Strategies: When necessary, Borrowing for College cost-effectively
- Tax Strategies: Structuring income in an optimized Tax-Efficient manner
- CPA/Accountant: Implementing Tax Strategies precisely per Internal Revenue Code
What If You Already Have "Some" of This Covered?
This is a very common question. And our answer is always the same, "GREAT"! Think of these 7 "element providers" as your Board of Directors. You are the CEO and we at GetCollegeFunding are your Chief Operating Officer. We coordinate the various activities necessary to ensure smooth functioning of your team.
If you already have a Financial Advisor or an Accountant or a College Counselor, we simply bring them onto the team. We gladly work with individuals and firms you already have in place.
4 Program LEVELS
We offer 4 LEVELS of service within our Comprehensive College Planning Programs portfolio. The vast majority (90-95%) of our client families find one of these levels to be "just right" in meeting their particular College Planning needs. Our prorgram names are as follows:
- LEVEL I: GettingSerious
- LEVEL II: College Funding PLUS
- LEVEL III: College Selection & Counseling
- LEVEL IV: Comprehensive Counseling
Upward Migration Made Easy
We've designed an easy migration path upward, so that families can enter our program at one level and move up to higher levels of service in a systematic and methodical fashion. And we always offer 100% credit of any fees paid earlier towards the higher level program cost.
