College planning doesn't have to feel overwhelming.

If you're wondering... Where do we even begin?

You're in the right place.

Every family's college journey is different. Some parents are planning years in advance. Others are preparing to complete the FAFSA. Some are comparing financial aid offers or trying to figure out how they'll pay the college bill.

Wherever you are in the process, I'll help you understand your options, avoid costly mistakes, and make informed financial decisions with confidence.

Let's find the best place to start.

First, a quick reassurance

You do not need to:

  • Know how financial aid works

  • Understand every deadline

  • Have a perfect college list

  • Agree with a co-parent

  • Have everything figured out

College Financial Prep has the exact support you are looking for.

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Choose the Option That Best Describes You

My Student Is...

In 9th or 10th Grade

The earlier you begin planning, the more opportunities your family may have to reduce the overall cost of college.

Now is a great time to:

  • Learn how financial aid works

  • Understand how today's financial decisions may affect future aid eligibility

  • Begin developing a college funding strategy

  • Estimate future college costs

  • Avoid common planning mistakes before they happen

Recommended First Step: College Financial Strategy Session


In 11th Grade

This is one of the most important years in the college planning process.

College lists are taking shape, campus visits are happening, and financial planning should begin before senior year.

Together we'll help you:

  • Build a financially smart college list

  • Estimate financial aid eligibility

  • Discuss merit scholarship opportunities

  • Prepare for the FAFSA and CSS Profile

  • Develop a personalized financial strategy before applications begin

Recommended First Step: College Financial Strategy Session


In 12th Grade

Senior year is filled with important deadlines—and important financial decisions.

Whether you need help completing financial aid applications, reviewing award letters, or comparing college costs, I'm here to guide you through every step.

Popular services include:

  • College Financial Strategy Session

  • FAFSA & CSS Profile Assistance

  • Full-Service College Financial Planning

  • Divorce and College Planning

Recommended First Step: College Financial Strategy Session. If client then purchases an All Inclusive package, the Strategy Session fee will be credited back to the client.


Already In College

Financial planning doesn't end after freshman year.

Many families continue to need guidance with:

  • FAFSA renewals

  • CSS Profile renewals (when required)

  • Financial aid appeals

  • Student and parent loans

  • Paying the college bill

  • Planning ahead for younger siblings

Recommended: College Financial Strategy Session or FAFSA and CSS Profile Assistance.

Download A FREE Strategic College Timeline

Take the first step toward navigating college planning and college funding with success! Courtesy of College Financial Prep

Still unclear which path is right?

That’s completely normal.

A short, no-pressure conversation can help you:

  • Clarify your situation

  • Understand what actually matters most

  • Decide what level of support (if any) makes sense

One last thing

College planning is one of the biggest financial decisions families make and one of the most emotional.

You deserve guidance that:

  • Reflects your reality

  • Accounts for complexity

  • Helps you move forward with confidence

You don’t have to do this alone. College Financial Prep is here to help.