College Synopsis

College & Student Loan Planning

Understanding how to plan for college and navigate student loans can be stressful. We understand that planning for the future of your children is important.

As a Certified College Financial Consultant (CCFC) firm, we walk with you along your journey and help chart a successful path for college and for handling student loans as part of your overall plan.

Did you know that being a full-time member of a symphony orchestra may qualify you for the (PSLF), Public Service Loan Forgiveness Program? Orchestras are typically not-for-profit organizations and tax-exempt under section 501(c)(3) of the Internal Revenue Code. The PSLF is a federal program that eliminates federal student loan balances after ten years or 120 monthly payments have been made under certain conditions. We will help guide you through the steps involved.

Interested in the actual cost of college or how much you should save now for your child’s education? Need help navigating the student loan maze? Or, how to decide whether consolidation, refinancing, or a loan forgiveness program is right for you?

Over the course of two 45-minute meetings we will report on up to 10 of your college choices, provide education financial planning and/or student loan repayment strategies.

Fee is $499 as a standalone service (includes both meetings and our research in between).