We'll guide you and your family through the entire college application adventure.
You'll be surprised. Your favorite school is within your reach!
Discover the best and newest ways to start saving for your children's education.
We'll bring lunch. You'll learn how to treat college like and investment.  And apply, pay, and prepare for it the smart way.

College Planning

College Planning
Going to school? Our College Planners can help you create an academic and financial plan that is based on defining your future career plans.

Our students benefit from a holistic approach to planning for higher education. Each week you’ll work with your College Planner on the following:

  • Creating a strong career plan
  • Researching the best programs that match those career goals
  • Developing a strategy that minimizes student loan debt
  • Preparing you to navigate and complete the application process
  • Finding trustworthy scholarship sources
  • Educating you and your family regarding financial aid and funding resources

>> Go to School

Educational Savings Planning

Educational Savings Planning
Trying to figure out the best way to save for and pay for college? Discover the many funding sources available and the in’s and out’s of financial aid.

Part of our weekly work includes::

  • Understanding the basics about financial aid
  • Learning how to measure a university’s financial strength
  • Identifying internal and external sources for scholarship money
  • Preparing you for conversations and planning with your Financial Planner or Tax Accountant
  • Understanding the most effective way to appeal Award Letters

We highly recommend (and maybe even insist!) that you work closely with a Certified Financial Planner to identify the best savings strategy for your family’s college and retirement planning needs.
>> Save for School

Education & Events


Coming Soon!

Are you ready for the biggest investment of your life?

Success Stories
You wouldn’t buy a house, large amount of stock or a car without consulting an expert, right? Prepare for making your investment in higher education the same way!

College Liftoff can guide you through this decision making process. By holistically planning for your future you will gain clarity about your career goals, pick the best school to prepare you for going to work and make sure that you don’t overpay for college – or take on more debt than you can handle.

You are about to make a long-lasting decision about where you are headed in life…are you as prepared and confident as you should be for this type of investment?

>> Success Stories

News and Resources