How we work with you

One-to-One Consultations

Express Overview: One hour with Steve Shapiro to review financial documents and identify areas of potential savings.

Financial Aid Package: We offer a comprehensive review of your financial documents and assist you with the completion of the basic financial aid forms.

Comprehensive Planning Packages: When desired, we cover every element of college and/or retirement financial planning (including the appeal and negotiation processes) and integrate these plans with your other long-term goals.

Now that you’ve seen what we offer, let’s take a look at Examples of Client Results