Smart College Planning That Protects Your Family's Future

a structured three-meeting program designed to help families make informed college decisions and minimize unnecessary expenses

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Evaluate College Options

During our initial assessment meeting, we'll analyze your student's academic profile, career interests, and family financial situation. We help identify colleges that provide the right academic rigor, social environment, and financial fit for your specific circumstances, ensuring your investment aligns with your child's future goals.

understand true costs

Our financial analysis meeting breaks down the actual cost of attendance beyond just tuition. We'll review financial aid offers, calculate your expected family contribution, and identify hidden expenses. This transparent approach helps you understand the real financial impact of each college option, preventing costly surprises down the road.

develop an action plan

In our final strategy implementation meeting, we'll deliver a customized college funding roadmap with concrete steps to maximize financial aid, optimize savings, and potentially reduce out-of-pocket expenses. You'll leave with a clear timeline, specific action items, and ongoing support to implement your personalized college funding strategy.

Our comprehensive three-meeting approach helps families navigate the college planning process with confidence and minimize unnecessary expenses

FIND YOUR FIT DIAGNOSTIC

A conversation to evaluate, assess, and identify options for the best academic, social, and financial college matches for your student. 

  • Identify academic performance and goals
  • Explore preferences for social fit
  • Clarify financial position
  • Uncover key priorities
FINANCIAL FIT AND FUNDING BLUEPRINT

An in-depth discovery session to understand and align your college goals with your financial reality. This  lays the foundation for making smart, cost-aware decisions.

  • Define needs vs. wants
  • Set short & long-term goals
  • Map out your college path
  • Establish action steps
SMART START FUNDING SOLUTION

Based on your Blueprint, we’ll deliver a custom-crafted strategy that ensures you can afford the right college without overpaying or compromising your financial future.

  • Review your personalized strategy
  • Explore possible next steps
  • Make informed decisions
  • Move forward with clarity

Smart Start Features

College Selection Guidance

Expert evaluation of academic programs and campus environments to find the best match for your student's goals and learning style

Financial Aid Strategy

Comprehensive analysis of financial aid options, scholarship opportunities, and loan programs to maximize available resources

Cost Reduction Planning

Practical strategies to minimize college expenses without compromising educational quality or student experience

Academic Fit Assessment

Data-driven evaluation to match your student's academic strengths with appropriate college programs for optimal success

Admissions Planning

Strategic guidance on application timing, essay development, and interview preparation to strengthen admissions prospects

Personalized Action Plan

Customized roadmap with clear next steps and timelines tailored to your family's specific college planning needs

Financial Impact Analysis

Detailed assessment of how college choices affect your retirement planning and long-term financial health

Family Consensus Building

Structured conversations to align student aspirations with parent concerns for unified college planning decisions

Make Informed College Decisions

Our structured three-meeting process helps families evaluate college options based on academic, financial, and social fit factors. By analyzing data-driven insights and your student’s unique profile, Smart Start empowers you to identify institutions where your teenager will thrive while ensuring your investment aligns with your family’s long-term financial goals.

Optimize Performance and ROI

Smart Start helps families maximize their college investment through strategic planning and expert guidance. Our program identifies scholarship opportunities, financial aid strategies, and cost-saving approaches that can significantly reduce your out-of-pocket expenses while ensuring your student receives a quality education that delivers long-term value.

Create Your Personalized College Plan

Our third Smart Start meeting delivers a comprehensive, customized action plan tailored to your family’s unique situation. This roadmap outlines specific strategies to position your student for academic success while protecting your financial security, giving you clarity and confidence to navigate the college journey effectively.

Start Your College Planning Journey Today

Smart Start Frequently Asked Questions

Our three-meeting structure is carefully designed to help families with the college preparedness process. We address what is, and is not working. And we use your unique situation and goals to craft solutions to help you achieve those goals

  1. Find your Fit Diagnostic: A conversation to evaluate, assess, and identify options for the best academic, social, and financial college matches for your student. 
  2. The Financial Fit and Funding Blueprint: An in-depth discovery session to understand and align your college goals with your financial reality. This lays the foundation for making smart, cost-aware decisions.
  3. The Smart Start Funding Solution: Based on your Blueprint, we’ll deliver a custom-crafted strategy that ensures you can afford the right college without overpaying or compromising your financial future.

Smart Start stands apart through our holistic approach that equally weighs academic fit, financial considerations, and admissions strategies. Unlike services that focus solely on applications or scholarships, we provide data-driven insights on college selection while helping families understand and minimize the true cost of attendance. Our expert guidance is tailored to each family’s unique circumstances and goals.

The Smart Start Program is an investment in your student’s future and your family’s financial well-being. Our one-time program fee of $995 is designed to be accessible while delivering exceptional value through potential college cost savings. To discuss how this investment compares to the thousands you could save in unnecessary college expenses, please email us.

For optimal results, we recommend beginning the Smart Start Program before your student’s sophomore year of high school. This timing allows families to implement money saving strategies before the financial aid “look back” and the college application process begins in earnest. However, rest assured we can provide valuable guidance at any stage of the college planning journey, including for families with high school seniors who need immediate assistance.

Families who have completed our Smart Start program report significant benefits, including reduced stress around college decisions, clearer understanding of financial aid options, and substantial savings on college costs. Many parents share that the program helped them discover excellent college matches they hadn’t previously considered, while avoiding excessive student loan debt and finding ways to maximize merit-based aid and scholarships.

There is no such thing as a family who makes too much money. As a matter of fact, middle and high income families are more likely to overpay for college because of how the system works. We specialize in college planning for high-income families to help them get financial aid they didn’t know they could get. Many schools use merit aid, tuition discounts, and strategic positioning beyond need-based aid. We guide you toward schools that reward strong students regardless of income and build tax-smart funding strategies so you don’t overpay.

Getting started is simple. Email us at letstalk@elitcollegiateplanning.com. A college planning specialist will reach out to schedule your first Smart Start meeting and answer any additional questions you may have about the program.