Manage Your
Investments
Prepare for Success: Join Our College Planning Workshops
May 7th @ 6 PM
Kirkland Library
Registration is Now Open
Registration Link
Our College Planning services are tailored to your individual needs, including student counseling and a plan for saving money to be used for retirement. As a Wealth Coach, I’m dedicated to providing peace of mind to my clients by guiding them through the complicated college admissions process and ultimately, helping them achieve their goals.
1
Student Career Counseling - Invest in Your Future
Starting early is crucial for discovering your interests and passions and aligning them with your career goals. Our Student Career Counseling service is tailored to the individual, so you can achieve the best fit for you. Our expert college planning team will guide you every step of the way, from selecting universities to preparing for admission exams.
2
Expert College Admissions Assistance
We know that the college admissions process can be overwhelming, which is why we are here to help. Our dedicated team will guide you through every step of the way, making the complex process easier to understand and navigate. With over 60 years of combined experience, we have a high degree of success in matching student goals with the right university. Don't let the process hold you back any longer-- reach out to us today.
3
College Funding Strategies - Maximize Your Savings
Navigating the complex world of college funding can be daunting, but our specialized team is here to help. With our innovative Funding Strategy Solutions, you can save time and money by implementing advanced strategies that don't sacrifice your retirement savings. Our team is experienced to help you avoid high balance student loans, reduce anxiety, and increase peace of mind. Let me take the stress out of college planning so you can focus on your future.
Get in Touch
Schedule a call today!