Services

College Planning

Preparing for college can be one of the most exciting and stressful times of a student’s life. We aim to take the guesswork out of this process by guiding the prospective college student through each step of the intricate college and financial application processes.

College planning services include:

  • College list research and recommendations
  • Guidance with college application process
  • Family resources review and tuition planning
  • Financial aid eligibility analysis
  • Career discovery and major recommendations

School Counselor Support

While our goal is to help students and workers excel in their future careers, we recognize that our frontline workers in this effort are working directly in schools. We aim to support school counselors and educational institutions in their efforts to support students at the beginning of their career journey.

School counselor support services include:

  • Advising on updates in the financial aid application process
  • Triage support for complex admissions and financial aid cases
  • Communicate directly with parents about paying for college

Education debt management

For many college graduates, student debt can feel like an insurmountable barrier to career flexibility and financial success. With our 20+ years of experience in student debt management, we can help you assess all the repayment options available and develop strategies to help you navigate a path to financial freedom from student debt. 

Education debt management services include:

  • Repayment plan analysis
  • Public service loan forgiveness eligibility audit
  • Loan servicer conflict mediation

Employee Benefit Programs

We provide career and financial coaching benefits through employer programs, to ensure all of a company’s employees have equal access to the most current information to help them excel in their lives and careers. 

Employee benefit program services include:

  • Providing student loan debt counseling and solutions
  • Supporting employees who seek to begin or complete an undergraduate degree program or begin a graduate degree program
  • Developing financial wellness initiatives for HR departments
  • Supporting employees planning and saving for college for their elementary, middle, and high school students

Career mapping

For recent graduates or mid-career professionals looking for a change, embarking upon a new career journey can be daunting. We hope to help smooth that path so that you can plan for a fulfilling future career that supports your long-term life goals. 

Career coaching services include:

  • Interests, skills, and values assessment
  • Potential career fit research
  • Continuing education evaluation
  • Field transition guidance
  • Personal and family financial planning
  • Networking support