College Planning

We all want the best for our children. Who doesn’t? For college-bound students and their parents, the pressure and anxiety around selecting a college right for them can be overwhelming. Coupled with the reality college tuition has increased over the last twenty years at twice the rate of inflation, the result is parents and students need the tools to make an informed decision that won’t saddle them with unmanageable student loan debt.

CSFP’s proactive college planning process guides parents and students through a three-step process allowing the family to make an informed college buying decision based on the student’s career goals.

Our in-depth process provides parents with the awareness and tools necessary to give their student the best chance to graduate on-time and with manageable student loan debt.

Schedule a Session

College Planning is focused on the college-bound student’s educational aspirations and the family’s ability to fund college for their child. Due to the financial information being disclosed and the emotion involved in the college buying decision, meetings on this topic are best structured with parents only.

Our process will provide parents with the awareness and tools necessary to give their student the best chance to graduate on time and with manageable student loan debt.

Get Started

The price of this three-step discovery and analysis process is $500 and provides access to an abundance of resources and a customized plan, which takes place during a 90-minute session.


Determine Personal Resources

available (529, grandparent

help, cashflow, etc.)


Establish Maximum Student Loan

Total Loans < 1st

Year Starting Salary


Shop for schools within your budget

Net Cost After Aid

(need and/or merit)

See the Steps

Source: BlackRock. This is for illustrative purposes only and not indicative of any investment. This illustration assumes your ability to continue to make contributions on a monthly basis. Assumes 6% annual return compounded monthly.