Step One
Book Your Initial Call with Jeff
Start with a one-on-one call with Jeff — introductory, no pressure. He'll get to know your family's situation and map out next steps, then coordinate a follow-up conference call with Andy and Jim so you get the combined expertise of all three: college, insurance, and tax.
How it works
Two steps. One coordinated plan.
Your initial call with Jeff
Step 1
An introductory, get-to-know-you call. Jeff learns your family's situation, answers your questions, and maps out the next steps — no cost, no pressure.
Your full-team conference call
Step 2
Jeff coordinates a follow-up call with Andy and Jim, so you get the combined expertise of all three — college, insurance, and tax — focused on your specific situation.
Every month has a price
The FAFSA looks at your finances from two years before college starts. The sooner we meet, the more levers are still open.