How we work with you

One-to-One Consultations

Express Overview: One to two hours with Steve Shapiro to review financial documents, identify areas of potential savings and offer guidance on next steps.  You’ll leave this meeting with a step-by-step action plan.

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 know what we can accomplish, let’s take a moment to find out more About Steve Shapiro.