What’s it like to work with College Funding Coaches? On this page we’ll tell you what you can expect, what guides us, how we approach working with our clients and why we’re different from most professional service firms.
If you could learn the little known strategies and techniques that would guarantee that your kids would go to the right school for the right price and you could maintain your current lifestyle and still meet your retirement goals, what would that mean in terms of your level of stress and your “peace of mind”?
Like they say in the credit card commercial, it’s priceless.
The good news is that it’s possible. And it’s our mission to help make it happen.
Whether or not you are in the Las Vegas area, we will explain the who, what, when and where involved in finding and funding a great college education. We will then offer a variety of alternatives as to the how.
And if you’ve been through all this before (perhaps with an older child), you can expect to spend significantly fewer hours and substantially fewer dollars with our help.
Have you ever noticed that many “experts” suffer from tunnel vision in how they approach problem-solving? They use the same strategies, programs, and networks that have been in place for years, getting the same results year after year and wondering why things aren’t any better. The exact same material is presented on “Scholarship Night” or “Financial Aid Night” or “College Prep Night”… the only difference is they direct you to the internet versus the library.
Albert Einstein once said, “The current problems we face cannot be solved at the same level of thinking with which they were created.”
My team and I are constantly seeking new resources, new alliances, and new technologies for solving our clients’ problems. We are great synthesizers of knowledge and big believers in integration. We are not afraid of adapting to new strategies and tools that pass muster. We invest a huge amount of time and money in our own continuing education so we can constantly bring you the most innovative solutions for funding a first-class college education.
If you practice what we preach, you will be delighted with the outcome. It will provide for a more meaningful college experience, lead to a successful launching pad for “real world” success and translate to more dollars in the family’s pocketbook. We guarantee at least a 25% savings in the overall cost of a college education and an improvement in current cash flow.
Our coaching focuses on practical strategies that minimize your time and money to deliver BIG RESULTS. And your risk is virtually eliminated because we teach you proven methods for improving the probability that your student will be accepted at the right school for the right price.
How many college educations will you fund? Our network of experts helps thousands of students every year go to the school of their choice without going broke. It doesn't matter if you are looking at Las Vegas schools or elsewhere, we know what works and how to get the job done right.
And we understand that college funding and retirement are more closely tied than most parents realize. Parents simply don’t realize they are paying for college with after-tax dollars, robbing their retirement nest egg of years of compound growth, and adding unnecessary years to their time of employment due to unnecessary debt.
A college student can get a scholarship, grant, or loan for their education; parents don’t qualify for any of those things in retirement! We begin with the end in mind and work backwards so all of our clients stay on track for retirement.
Give a man a fish, feed him for a day. Teach him to fish and you feed him for a lifetime. The life skills that the student will get from our scholarship coach, our college selection process, and the guidance involved in everything under the “admissions” umbrella will teach them lessons they will use forever. It will provide them with a systematic way to tackle any goal they set out to achieve and provide them with the confidence to conquer the tasks necessary for success.
The financial foundation resulting from this process will allow the parents to know where they are today, how to build their bridge to retirement and what it will take to manage their income and assets in retirement.
Only a small percentage of Americans have actually calculated their needs for retirement and planned accordingly. While your student will get a terrific college education, you will acquire a comprehensive financial blueprint and understand all the strategies and tactics that will allow you to be prepared for the future that awaits you.
You need to understand our mission in order to really understand the advantages we offer. As college cash flow experts, we understand the three biggest investments most parent’s make:
1. Their home
2. Their children’s education
3. Their own retirement
Most families don’t look at it this way but that’s how it breaks down. We know that if we can solve the college funding dilemma, we can help parents solve the retirement dilemma.
We became College Funding Coaches because we recognize that people need guidance and feedback and accountability and a jumpstart on the learning curve. We are here to tell you what to do, how to do it, and let you realize your full potential without making expensive and unnecessary mistakes.
We are on a mission to develop a more educated culture, totally self-reliant citizens, and a less dependent society. So what if it’s a bit of a stretch? Most great ideas were deemed totally crazy before they were realized.
“Would I do that?” It’s a simple litmus test but a very powerful one. All members of our coaching staff simply ask themselves if they, as parents, would do the things we advise our clients to do. If the answer is yes, we make those recommendations. If the answer is no, there is no reason to even suggest it.
We are your partner in prosperity. We never forget that we work for you. The only way we are successful is if you are successful. Referrals are the number one way we meet new families with college-bound students and we take the trust and confidence our clients place in us very, very seriously.
Fundamentals and formulas work but... above average grades, combined with above average test scores, combined with above average marketing and planning, produce above average results. Sounds simple.
But simple does not mean easy.
Different clients need different things. One size does not fit all. We approach each family’s situation with the same attitude: let’s create the best possible result with the family’s objectives driving the solutions.
We take the time necessary to understand what is important to you so we can develop a game plan uniquely suited to your priorities.
We have checklists for our checklists to make sure nothing is left to chance. For those activities that are the same no matter what the family’s circumstances (e.g. reporting financial data, filing forms, identifying appropriate schools, etc.) we have created tracking systems that allow us to make sure the details won’t fall through the cracks – that’s part of what you’re paying us to do. We prefer to handle those administrative details because we’ve spent the time and money to alleviate the predictable errors.
For those activities that are unique to the student and/or family (scholarship applications, admissions essays, campus visits, financial award appeals, etc.) we have manuals, guidelines, samples, and any amount of consultation time necessary for you to feel you are always putting forth your best effort.
Get it right the first time. College cash flow planning requires that we plan for every family member’s college education when we plan the oldest student’s college experience. It is not uncommon to meet with families that are planning to spend several children to college – we recognize that different kids will have different interests, strengths, and educational needs; we anticipate the timelines and cash flow requirements for all family members that are considered college-bound and reflect that in our analysis and recommendations.
When you are looking for an advisor to help you make important decisions in your life there are a lot to choose from. What makes us different lies in our credentials and our experience.
As Certified College Planning Specialists, we are trained in the intricacies of the financial aid system, education tax credits, income tax strategies that relate specifically to funding college, tuition discount strategies used by private universities, the tax considerations related to scholarships, debt consolidation evaluation and analysis, the financial award appeal process, and creative cash flow and borrowing strategies that benefit families focused on funding college.
We are licensed to give advice, sell securities, and sell insurance.
We’ve done this for a lot of families. We wouldn’t want to be the first patient of a brain surgeon fresh out of med school. Everybody has to start somewhere, but we realize you don’t want us to practice “on-the-job training” with your family’s future.
Members of our coaching staff have helped hundreds of students realize their educational and retirement goals in an affordable fashion. Our collective experience totals over 350 years of serving the families with college-bound kids.
At this point, you may be a bit skeptical. You may wonder if this is simply “too good to be true”.