Expert guidance. Practical resources. Trusted support.
College planning can feel overwhelming.
There are college lists to build, scholarships to search for, financial aid forms to complete, award offers to compare, appeals to consider, and college bills to pay.
The challenge isn't finding information.
It's knowing what applies to your family and what you should be doing next.
That's where the College Financial Prep Membership comes in.
I'll help you stay informed, organized, and confident throughout the college planning journey—without having to figure it all out on your own.
Become a Member Today
The College Financial Prep Membership is designed for families who:
✔ Want trusted guidance throughout the college planning process
✔ Want to avoid costly mistakes
✔ Prefer a do-it-yourself approach with expert support
✔ Want to stay on top of deadlines and important decisions
✔ Aren't ready for Full Service but still want professional guidance
If that sounds like your family, you're in the right place.
Join me live each month on Zoom to ask your questions and learn from other families navigating the same process.
Each month, I'll tell you what you should be focusing on, important deadlines, and strategies to help your family stay one step ahead.
Access easy-to-follow lessons covering topics including:
Paying Less for College
Scholarships
Financial Aid
FAFSA
CSS Profile
Award Letters
Appeals
Student Loans
College Planning Timeline
Watch what you need, when you need it.
Stay organized with downloadable checklists, planners, templates, and worksheets designed to simplify the process.
For separated, divorced and widowed parents, your membership also includes additional downloadable resources including my book College Planning for Divorced & Widowed Parents. (The book is also available on Amazon.)
You don't have to know everything.
You simply need someone you trust to guide you through the process.
My goal is to help you:
✔ Understand your options
✔ Stay organized
✔ Meet important deadlines
✔ Make informed financial decisions
✔ Feel confident every step of the way
Some families simply need guidance along the way.
Others prefer one-on-one support.
If you should need individualized assistance at any time, you can schedule a 1-Hour College Financial Strategy Session for an additional fee.
We'll meet you where you are.
One-Time Founding Member Investment: $397
One decision today can help you feel more confident about every decision you'll make throughout the college planning process.
College planning doesn't have to feel overwhelming.
Become a member today and gain the guidance, resources, and support to help your family navigate the journey with confidence.
You're never expected to have all the answers.
Whether your student is just beginning the college search or preparing to file financial aid applications, the College Financial Prep Membership is designed to help you understand what comes next—and make informed decisions every step of the way.