Have Your Cake And Eat It Too!

College Prep 4Parents Gold Plan

Bronze Plan | Silver Plan | Free Plan

By enrolling into the Gold Plan, you can position yourself so that you can 

“Have your cake and eat it too”.


While we help you manage your finances you’ll benefit from ongoing events and classes to help strengthen the understanding of your personal finances. Our team will help you find ways to increase your savings, hit savings goals, eliminate debt, boost your credit score, protect your income, and create a budgeting plan that leads to better money management. And of course we have all of the latest technology to help you keep track of your goals and alert you when you hit milestones. 

 

During your annual review, we’ll update your blueprint which outlines your action plan and acts as a GPS for both your College Funding Plan and your Personal Financial X-Ray to keep you focused on your short and long-term goals. Whoever said you can’t have your cake and eat it too?

tel:(888)990-6465

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Business hours: 10:00 a.m. - 5:00 p.m.   Monday - Friday