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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.

Your Turn FAFSA 2025

FAFSA Opens 10/1: Avoid Mistakes That Cost You Money

FAFSA opens October 1, and families who delay risk losing thousands in aid. From surprising tax year rules to new eligibility changes, the details can be shocking, and costly if you’re not prepared. Here’s what every parent of a college-bound student must know before filing.

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Career & College Planning

How do you choose a major that leads to a career you love AND pays well? This session gives families a clear framework.

College Admissions

Every planning-oriented family needs a master timeline. Join our counselors for a step-by-step walkthrough from 9th grade through acceptance.

Education Investment Planning

A data-driven look at how strategic college planning can save the average family over $56,000 in education costs.

College Planning Strategy

Discover how the career-first methodology helps families choose the right college for the right reasons — saving money and building ROI.

College Financial Aid

Learn proven strategies to maximize your financial aid package and avoid the most costly FAFSA mistakes families make.

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