How Smart College Money® Works

Here's what you can expect

Creating a more fulfilling college experience and minimizing the time it takes to graduate.  By finding the right college fit, students make the most out of going to college while spending less time doing it.

Business Owners have an understanding of an array of available options.  The college planning strategies for business owners can impact financial aid, taxes, and cash flow.

A quicker start to your retirement. By understanding and using the Smart College Money strategies your retirement will now be a reality and not an obstacle.

Less frustration, confusion, and stress in planning for college.  Smart College Money uses proven processes and strategies that provide a clearer focus.

Providing savings throughout the whole process resulting in a lower cost of college.  The overall goal of the college planning process is to provide a framework to provide significant savings.  

Philosophy and Values

We work hard to get results.  College planning is a process that can lead you to greater results depending on the effort that goes into it.  We help you identify areas of opportunity to get the best possible results.

Balance is important. We want to college experience to be a great one for the parents and the student.  By balancing the student’s needs and desires with the parent’s needs and desires we find the optimal solution.

Time management and stress reduction are keys.  Planning for college is different than most goals because there are specific deadlines that have to be met.  By following a structured process you will accomplish more which gives you greater control from start to finish.
     

Our Approach

Planning for college takes a comprehensive approach.  The Smart College Money process provides you with greater success because it looks at a variety of areas and integrates them. 

Quality advice provided by knowledgeable and licensed Professionals.  In order to fully understand your situation, make recommendations, and provide solutions you can be assured the knowledge level is high and training is ongoing. By working with a CPA and CCPS you will get quality advice.  The National Institute of Certified College Planners (NICCP) has a designation called the Certified College Planning Specialist (CCPS) which provides a solid foundation for college funding.  You can go to www.NICCP.com to find out more.

We take pride in our hands on approach.  Throughout the entire process we spend time individually with the student and with the parents to fully understand their needs and desires.  We work closely with the parents and students to provide solutions because flexibility is a key in the college planning process.