"A goal without a plan is just a wish."
Flash... Next Free:
College Planning Workshops are
Stay tuned for next "College Planning for Student Athletes"
For more information see: Here
Our goal is to help families, who at first glance do not qualify for need-based financial aid, reduce the overall costs of private school and college and to ultimately be able to save more money for retirement.
We will work with you to make attending college more affordable. From getting admitted to the college of your choice to using better ways to pay for college, Ms White-Stevens, a certified member of, and advisor to, the National Institute of Certified College Planners (NICCP) will help eliminate college confusion and anxiety.
|College Planning||Paying for College||Planning for the
|College Selection||"Tuition-Rx"||"Student-Athlete Rx"|
|Tax Strategies for College||Academic Strategies for Increasing Aid and Reducing the Cost of College|
|Cash Flow Strategies for College|
|Balancing Savings for
College and Retirement
|Assesses Student Merit, Special Skills, Work and Community Service|
|Analyzing Student Loans (comparative life-time costs)||Matching Student with Academic Programs and Fulfilling Careers|
|Financial Planning Profile [thru First Independent Financial Services (FIFS)]|
Why come to us?
Clients and colleges describe us:
last update: 4/23/2013
“I promise to make this college planning practice the best possible experience for my clients. I agree with Benjamin Franklin who stated, ’An investment in knowledge always pays the best interest.’
"I am a lifelong learner. It is important to me to continually learn new skills and knowledge and therefore I am always expanding my own education in order to help my clients improve their financial value.
" I believe in exceptional service and try to remember the little things that make people feel important. My goal is simple yet challenging: to continually increase our level of service, our care and our compassion for my clients.”"
- Shirley White Stevens