Call 1: Understanding Your College Funding Goals (What do you want?)
Call 2: Maximize The Free Money For College
Call 3: Custom College Funding Plan Presentation
Call 4: College Funding Plan Details
Call 5: College Funding Implementation
Deep dive into scholarships and financial aid $97 Value
Everything you need to know about college loans and income driven repayment plans $97 Value
Step by step walkthrough of the Parent Plus loan application $97 Value
Step by step walkthrough of the FAFSA financial aid application $97 Value
Additional Case Studies $97 Value
College Search Software $297 Value
Cost of Attendance and Loan Calculator $197 Value
Student Aid Index (SAI) Calculator $47 Value
College Savings Calculator $47 Value
Private Scholarship Search $97 Value
Total Value of $1,667
Today Only $297
Get personalized guidance to help your family save thousands off the sticker price of college, reduce your college loans, and create a custom college funding plan to send any student to the school of their choice without having a negative impact on your retirement.
Paying for college shouldn’t feel like an impossible dream.
Are you or your family feeling overwhelmed by the rising costs of college? Navigating the complex world of financial aid, scholarships, college loans, and college savings can be daunting. Many families end up overpaying simply because they think they make too much money to qualify for financial aid, or they don’t think their student will get any scholarships.
But it doesn’t have to be this way.
Imagine having a roadmap to drastically reduce your out-of-pocket costs for college. Our 5 call One-on-one College Funding Blueprint is designed to give you personalized, expert advice that helps you save thousands off the cost of college. Even if you already have kids in high school and you think it’s too late.
Plus our proprietary College Search Software and College Calculators can help you to maximize the free money from the schools!
Do you want to help your students pay for some of college, none of college, or all of the college expenses? During our first call, we’ll get a clear understanding of your college funding goals, and your family’s financial situation to provide you with a comprehensive step by step plan to help you achieve your goals.
Discuss the estimated cost of college for each student.
Calculate your Student Aid Index (SAI Number): Explain what this number means for your financial aid eligibility.
Calculate the net price after potential scholarships and financial aid.
Identify college funding budget and available resources.
Provide access to software and resources for additional research.
Introduce the strategies and tools we’ll use in the coming calls to reduce your college costs.
Key Milestones: Map out the key stages of your college funding journey.
Everyone wants free money for college! Unfortunately, most families make too much money to qualify for need-based financial aid. During our second call, we’ll discuss financial positioning strategies to increase scholarships and financial aid, even if you think you make too much money.
Discuss ways to increase scholarships and financial aid through financial positioning.
Compare Merit Scholarships vs. Need-Based Financial Aid: Identify which financial positioning strategy will maximize the free money for your child, regardless of income or the academics of your student.
Scholarship Search Strategies: Learn how to use our scholarship search tool to find and apply for scholarships that match your child’s profile.
We’ll present the recommended college funding strategy for your family that will allow you to send any child to the school of their choice without having a negative impact on your retirement.
Initial College Funding Strategy Overview
Present the recommended college funding plan.
Side by side comparison of 4 different college funding plans.
Understand the pros and cons of 529 plans and other savings vehicles.
Discuss college loan strategies to reduce college loan rates and loan payments.
Year-by-Year Planning: Create a financial plan for each year of college, taking advantage of tax-saving opportunities.
Explain how you can get the entire cost of college back to use in your retirement.
During our fourth call, we will dive into the details of the products and companies used in the college funding plan.
Discuss how to earn 6-8% average returns on your college savings without stock market risk.
Uninterrupted Compound Interest: Learn how you can use your college savings as collateral to secure loans as low as 5% fixed with optional unstructured interest-only loan payments.
Understand the details of your plan including: Fees, taxes, etc.
Maximizing Tax Credits: Explore tax credits like the American Opportunity Credit and Lifetime Learning Credit.
In the final step of your Free College Formula Blueprint, we will help you implement all the strategies discussed.
First we will implement the financial positioning strategies to maximize the need-based and merit-based scholarships and financial aid.
Second, we will choose which loans to use and which parent should take out the loans. Compare a 401 Condo with a 401k and the easiest way to use real estate to triple your retirement cash flow without any existing real estate experience.
Finally, we will implement the college funding plan to pay for college and get a full refund during your retirement years.
Save time by cutting through the confusion of college funding.
Save money with personalized strategies tailored to your family’s situation.
Gain confidence that you’re making the best financial decisions for your child’s future.
Use our College Search Software to find the schools that fit academically, socially, and financially. Find which school will offer your family the most money. Calculate your financial aid eligibility by finding your SAI number and use it to calculate your financial aid. Our College Savings calculator can be used for younger students and our Private Scholarship tool can be used to find scholarships easily without feeling like you are searching for a needle in a haystack.
Call 1: Understanding Your College Funding Goals (What do you want?)
Call 2: Maximize The Free Money For College
Call 3: Custom College Funding Plan Presentation
Call 4: College Funding Plan Details
Call 5: College Funding Implementation
Deep dive into scholarships and financial aid $97 Value
Everything you need to know about college loans and income driven repayment plans $97 Value
Step by step walkthrough of the Parent Plus loan application $97 Value
Step by step walkthrough of the FAFSA financial aid application $97 Value
Additional Case Studies $97 Value
Total Value of $1,179
Today Only $297
Absolutely! The earlier you start, the more time we have to plan and maximize your savings.
No problem! We can still help you with advanced strategies and find additional ways to save.
Each call is typically 45 minutes, giving you plenty of time to ask questions and understand the next steps.
You’ll be paired with a College Funding Specialist who will guide you through every step of the process.
College costs are only going up, and the sooner you start planning, the more you can save. Book your 5-Call Free College Formula Blueprint now and take control of your financial future!
We are here to help. Jump on a call with one of our advisors to make sure the 5-Call Free College Formula Blueprint is the right fit for your family's needs.
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