Pricing 

   (founder's pricing Through & Including 11/15/2026)

 

Family- Base Plan (Planning Materials): $300 per year.  Seniors to sign up for a one year $300 total up-front payment, juniors to sign up for two years with a $600 total up-front payment.  Others have the option of our $300 Base Plan or the Expanded Plan detailed below.  The program material offered in both the base plan and expanded plan are identical. These are flat fees and not prorated.

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Family - Expanded Plan (Planning Materials): $800 total one time, up-front, payment. This is per family, not per student.  8th grade through and including the summer following senior year. Best option if you start early, have multiple students starting college over several years, and/or materials are updated. This is a flat fee and not prorated.​

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Our Base and Expanded Plan is designed for junior high/middle school through the end of high school or community college. Please contact us first if you fall into the Early Years category of birth through 6th grade or are starting with community college.

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Family - Consultation (Hourly Rate to Review & Complete Materials): Custom Quote.

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Family - Personalized Financial Plan for Teens:  Custom Quote. Limited spots available.  Currently accepting juniors and seniors only but do inquire as that is subject to change based on availability.  15-30 minute complimentary consultation required. 

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Large Groups (such as schools, counselors, financial advisors & firms, RIAs, charitable organizations, and other businesses / organizations): Custom Quote.

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