The College Planning Process

Our free college money report provides you with the important information on what college and universities think you can afford versus what you can actually afford. Downloading the money report is the key first step in making an informed college choice. Helping your family look for colleges that you can afford through scholarships, grants and savings. 

Brent and Easton
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I'm considering using a second mortgage to pay for college
We have money saved, but need to understand how to maximize our options
My student will need to pay for part of their college plan

The College Planning Process

College Planning Process 1
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Discover

Clearly understand where your financial gaps are for college. Recognize long-term impacts & avoid issues.

College Planning Process 2
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Be Intentional

To be successful financially you have to be intentional. Find out which schools fits your financial goals. Start from success.

College Planning Process 3
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Execute

Understand the long-term impact & consequences of your school choice. Compare offers & apply to your favorites.

How can we help?

Free College Money Report

Provides you with the important information on what college and universities think you can afford versus what you can actually afford.

  • Federal Expected Family Contribution
  • Institutional Expected Family Contribution
  • Consensus Expected Family Contribution
  • Find out if you qualify for Grants and/or Scholarships
  • Side-by-side comparison of favorite schools
  • Free 15-Minute call to review the report.
This is the key first step in making an informed college choice.  Helping your family look for colleges that you can afford. Download Your Free College Money Report

Avery College Planning Process

We believe if you make informed, intentional decisions when choosing a college, you will significantly improve your child’s and your own financial future.  Our planning process will help your family make an informed, intentional college choice.  If you choose the Avery College Planning Process, you will have access to your own web portal that will guide you through the process.

In addition to the portal, you will receive a 90-Minute Planning session with a Certified Financial Planner®.  This meeting we will discuss our process which helps you make an informed college choice and review the software so that you can lead a decision for your family.  Our process will help you Discover, Be Intentional and Execute your college choice.

Discover – Provides you with the important information on what college and universities think you can afford versus what you can actually afford.

  • Federal Expected Family Contribution
  • Institutional Expected Family Contribution
  • Consensus Expected Family Contribution
  • Your Four-Year College Pre-Approval Amount
  • Base Scenario Facts, that will help you fill out the FASFA

Be Intentional – Before applying to colleges you will understand the cost associated with attendance.  Wouldn’t it be great to know if you can afford a college before you apply?

  • Obtain Net Price Calculation for target schools – See what need based grants you qualify for as well as Merit Scholarship you qualify to receive.
  • Find generous schools that best fit your situation.
  • Understand your out of pocket cost and how you will pay for each year of attendance.
  • Know the amount of loans (if any) necessary and the cost to repay those loans.
  • Know the estimated take home pay your child will earn after graduating. This will allow them to understand if they can afford the loans.
  • See All Available Scholarships Awards for all schools on your list.

Execute Plan – now that you know the best colleges for you, it is time to apply to your top schools.

  • Application Tracking – Use software to track applications and college specific deadlines.
  • Evaluate Offers – compare school offers side-by-side
  • Appeal to preferred choice – College is a buyer’s market. The first offer is not always the best offer.
  • Apply for Scholarships
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Avery College Planning and Retirement Impact Planning Process

Many families are refinancing their homes, taking loans from their retirement accounts and/or taking Parent PLUS loans that significantly impact their long-term retirement plans.  Most of the time they don’t realize the impact these decisions have had until years later when they start looking at retirement options.

We will provide everything above and a complete retirement impact report.

  • Investment Gap Analysis for existing accounts
  • Current Retirement Trending Report
  • Impact of college choice on retirement plan
  • Scenario based planning that reviews various options and how those impact your college funding plan and retirement goals
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