Our programs and services
Built to prepare and guide you through key milestones and experiences in life. Learn more about each service area below.
Collegiate Planning & Search Consulting
Preparing for college can be a daunting task for busy families. We guide you through the entire process from the initial search through essay review and interview preparation. Our programs run the scope from full-service to simple guidance.
- Full-Service Search & Application Consulting
1:1 coaching sessions. College search profiles to find the right fit. Application Roadmap Planning including essay review & editing. Scholarship application guidance. Interview prep and guidance. - College Search Planning
Limited 1:1 coaching sessions. College search profiles with scholarship guidance. Application roadmap planning. - Application Roadmap Group sessions to review our Application Roadmap planning process. College search profiles to guide your decision.
- College Application Bootcamp A limited admission, intensive multi-day virtual workshop to prepare your Application Roadmap including an extra-curricular activities review, essay preparation, interview guidance workshops, and college search preparation.
Don’t Wait!
Early preparation is the key to long term success
Personal Foundations
There is a lot of guidance available online for personal financial foundations. Our approach does not reinvent the wheel or aim to introduce a revolutionary thought process that will drastically change your wealth overnight. We adhere to a simple process to build you a strong foundation upon which you build wealth.
- Personal Financial Foundations + Spending Plan
1:1 coaching sessions. Personal financial guidance with budget creation & spending + debt management review. Simple investment overview & employer offering review. - Career Planning
1:1 coaching sessions. Resume + LinkedIn review & interview preparation. Current skills review & building plan. - Financial Growth & Investing Group sessions. Review of alternative investment landscape focused on different real estate investing options. Case study review with testimonials from real estate investors of all experience levels. Tools for market analysis and budgeting.
Build your foundation
Learn more about our Personal Foundation programs today
Early Career Educators
We firmly believe that education is the foundation of success for current & future generations. We have specially tailored programs just for you, the professional educator.
- Personal Financial Foundations
1:1 coaching sessions. Personal financial guidance with budget creation & spending management. - Educator Career Planning
1:1 coaching sessions. Resume + LinkedIn review & interview preparation. - Opportunity Relocation Planning 1:1 sessions. Relocation profiles and resources when a new opportunity brings a cross-state or cross-country move. Budget creation in preparation to move.
Begin your journey
Contact our team today to start your path to success
Ready to start your journey?
Contact us today to learn how our programs are tailored to your success.
Disclaimer: We are not an investment advisory or tax planning firm. We do not offer a platform to buy or sell securities. Historical market and investment data is presented as educational material only. All individuals must consider the risk assumed with varying investment classes and that returns are not guaranteed.