A college education is one of the most important investments you will make.  We offer a wide variety of packages and options to meet every need and every budget.

College Planning Packages


Freshman/Sophomore Package

  • Academic record review/course selection advice

  • Recommendations for extra-curricular activities and summer experiences

  • Standardized testing timeline recommendations

  • Interest inventory and study skills assessment

Comprehensive Package (Junior/Senior)

  •  Academic record review/course selection advice

  • Recommendations for extra-curricular activities, summer experiences and meaningful community service

  • Establish standardized testing timeline

  • Career/college majors exploration

  • Intensive exploration with both student and parent of college preferences

  • Personalized list of potential best-fit colleges

  • Advice on college visits

  • Resource list (such as financial aid, scholarship info, useful websites, recommended books)

  • Application timeline

  • Essay topics brainstorming

  • Essay editing 

  • Review of applications

  • Editing of the resume/list of honors

  • Scholarship search assistance

  • Assistance with making final choice










Specialty Packages


Customized Service Package

  • 4 hours of face-to-face or online consultation - your choice for any of the following areas: Essay Brainstorming

    Essay Editing, Application Review

    Miscellaneous (such as academic transcript review, standardized tests, resume review)

College List Package

  •  Intensive consult with parents and student regarding needs and preferences

  • Individualized list of 10-12 best-fit colleges specific to parents/students preferences

  • Consult regarding recommended colleges

Senior Dash Package

  • Academic review

  • Final best-fit college list for application

  • Application review

  • Essay brainstorming

  • Essay editing



















Financial Aid
For Financial Aid assistance, we highly recommend our partner, Mike Bink from Equivest Financial Advisors. 
They can help you cut the cost of college by:
  • Establishing a college funding budget based on your current resources
  • developing a plan to pay for all 4 years of college
  • determing optimal asset, income and tax strategies
  • identifying eligible tax credits and deductions
  • ensuring efficient distributions from savings and investment accounts
  • Establishing smart lending strategies to minimize student loan deby and protect your retirement




















© 2023 by

Advisor & co.

Proudly created with