Schedule your free consultation

Let's build your family's college plan

Before we meet, please complete this short intake form. It helps us make the most of our time together — so we can focus on your family's specific situation from the first minute.

One important step before we meet

Please watch our free workshop before your consultation. It covers the core strategies we use with every family and ensures our conversation is as productive as possible.

Watch the Free Workshop

A note about how we work

We are a small, boutique consulting firm and we intentionally limit our practice to 10 families per month. College planning is a deeply personal process — we invest significant time with every family we work with, and we are selective about who we take on as clients. We want to make sure there is a genuine fit and that we can give your family the focused attention this process deserves. Thank you for taking the time to fill out this form thoughtfully.

Parent information

Parent / Guardian 1 Full Name *

Parent / Guardian 2 Full Name (optional)

Email Address *

Phone Number *

Student information

Student Full Name *

High School Attending *

Year in High School *

Current GPA *

SAT / ACT Score (if taken)

Family information

How many children are in your family? *

Ages of all children *

College savings

Do you have college savings set aside? *

Do you have all of the money needed for college? *

Do you think paying for college will impact your retirement? *

A few questions to help us prepare

What is your biggest concern about college for your student? *

What does it mean for your child to attend the college of their dreams? *

How did you hear about us? *

After submitting, you'll be directed to Calendly to choose your consultation time.