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You want your clients to make the most of their assets.

We can help.

College funds are a huge part of their portfolios.

What could you do if you could free up 10% / 20% / or even 30% of that portfolio just by making sure their college-bound student makes a school option that most aligns with their interests and skills? 

At Pathfinders, we can help your clients help their students by following our proven process to choose the school to meet those needs and access appropriate financial aid that will add value to their portfolios. 

Add to your toolbox.

Getting and keeping your clients is getting harder every day. With Pathfinders, you can offer an added-value, premium solution for your clients with college-bound students. 

Our personalized service helps their student identify the right college based on their individual skills and strengths. Often, the right school is not the school they think it is, and college fund needs can get modified in the best possible way.  

Provide your clients with something they can't get anywhere else.

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Recent Articles for Financial Planners

Financial advisor meeting with client about college planning decisions

The Biggest Financial Decision Most Advisors Aren’t Leading

For decades, financial advisors have guided families through life’s biggest financial milestones. Buying a home. Saving for retirement. Protecting against risk. Planning a legacy. Yet there is one major financial decision that often receives far less strategic guidance than it

financial aid process

Understanding the CSS Profile: What It Is and Why It Matters for College Aid

The CSS Profile is an often-overlooked piece of the financial aid process, but for many families, it can make a big difference in how much college actually costs. Unlike the FAFSA, the CSS Profile helps private and selective colleges award their own scholarship and grant money. Understanding what it is, when to file, and how it works can help families unlock thousands of dollars in aid, and avoid missing key deadlines along the way.

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