Why should we consider working with a college planner?
The process of applying to college has become more complex in the last generation. Working with a college planning specialist can make you aware of planning tips and strategies most people don't even know exist. Using a combination of these strategies can tremendously benefit your family and your pocketbook. Our services can lift much of the stress and anxiety people typically feel when they are trying to figure out how find the right collge and how to pay for the college education.
Navigating the financial aid process can be a daunting task. Sometimes it may be better to get the experts involved. Campus Strategy, a leading provider of college fmancing solutions, specializes in
- strategic financial positioning to help maximize your eligibility for financial aid
- financial planning to help you cash flow college expenses
- strategic college search to find the colleges most likely to reward you with merit scholarships
Using a professional search process for finding the right college can save you countless hours and lessen your stress enormously.
College is the second highest expenditure for many families, next to the purchase of their home. There is crucial information you need to know about the college funding process before you begin.
What is a Certified College Planning Specialist?
A financial planner focuses on showing you ways to grow your income and to create wealth. A Certified College Planning Specialist will show you how to cash flow college for all your children while preserving your retirement funds.
It is said that colleges will negotiate discount tuition. Is this true? What degree of success are parents experiencing?
While colleges will not negotiate tuition, they will negotiate what you pay, through the offer of scholarships. If the school wants the student, it may sweeten its initial aid offer during the "Appeals Process". The real success comes in finding the best "fit" - that is, matching your student's interests and strengths with what a college is looking for.
Do you give out loans or scholarships?
No, we are not a lending institution nor a scholarship fund source. However, we are always looking for the highest scholarship offer from each college, and we give advice on loans if needed.
I already work with a financial adviser (or CPA). Can't my adviser do this type of planning for me?
Typically the answer is no. Only a small percentage of financial advisers or CPAs are trained in the late stage college funding niche. By way of analogy, you would not ask a general practitioner physician to perform heart surgery. A specialist performs the surgery, and similarly, most financial advisers and CPAs are unfamiliar with late stage college funding strategies.
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