College Planning Services, Inc. BBB Business Review
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How We Work

Our Approach

We are dedicated to guiding families through the complexities of college selection and financing. Our mission is to match students with colleges they will love while ensuring those colleges are affordable for their families. With over 5,000 families assisted, our approach centers on two essential goals:

  • Helping students find the right college fit
  • Helping parents manage college costs without unnecessary financial strain

 

 

We offer a three-tiered service structure designed to meet families where they are in the college planning process:

01

Complimentary Consultation (20-30 minutes)

A no-obligation phone or Zoom session where we’ll answer your initial questions, such as:

  • What is your Student Aid Index number (SAI)
  • Will you qualify for need-based financial aid or merit scholarships?
  • How can you increase your chances of receiving grants and aid?

02

Introductory Plan
(2-Hour Session)

This comprehensive meeting provides a personalized overview of your college funding strategy. It includes:

  • A projected four-year cost breakdown by year
  • A comparison of need-based vs. merit-based aid specific to your situation
  • Customized strategies to maximize scholarships and reduce out-of-pocket costs
  • A targeted list of colleges offering the best academic, social, and financial fit

03

Comprehensive Plan: Ongoing

This plan includes full-service support throughout your child’s college journey:

  • A customized college cash flow strategy covering all tuition years
  • Legal and ethical strategies to reduce projected college costs
  • Annual financial aid form preparation for each child
  • Expert help with appealing financial aid or scholarship offers
  • Guidance on selecting the best student and parent loan options
  • Continued support through undergraduate and graduate years, including plan updates as circumstances change

Money-Back Guarantee

We stand by the value of our work. If you’re not 100% satisfied with our services, we offer a full money-back guarantee — no questions asked.

Ready to Get Started?

To schedule your consultation, call us at 978-417-6335, or submit your request through the contact form on our website.