College Smart Financial Services Highlights

College Smart Financial Services comes along side of one of your client's big life goals. The high cost of college and the complexity of the decision process is often overwhelming for your clients.

How can you help bring real value to your client's unique college journey?

college smart educational program financial services - cornell campus

With our college industry expertise and personalized approach, the purpose of College Smart is to help lay the critical consumer educational foundation with your clients. This is key for them to know how to significantly lower their out of pocket cost of college. For families with multiple children you are well aware of the dramatic drain college can have on their financial assets.

I also help them navigate the college journey to save them considerable time and stress.

Benefits to Your Practice

By utilizing College Smart your financial services practice benefits five important ways:

  1. Maximize family financial assets and your earnings potential.
  2. Extend high value into your client relationships.
  3. These educational tools are a FREE service to you and your clients.
  4. Prioritize your time to focus on what you do best.
  5. Grow awareness to other prospects for your services.

college-smart-financial services - cash in nest

Features of the Service

  • All the tools are educational based (not "salesy") and offer a refreshing perspective on an overwhelming topic for most families.
  • Everything is plug and play, very little additional effort required to make it customized for your audience.
  • Easily reach both busy and out of town clients.
  • Enable your clients to tap into our proven college industry expertise and knowledge in support of their college journey year round.

This financial wellness program is packed with valuable information parents and students don't get anyplace else. If you would like to help your clients with a proven consumer perspective year round take advantage of this FREE program by simply opting in at the bottom of this page.

You will receive back from me important registration information. I will also include information to assist you in completing any potential compliance requirements.

Full Program Description

To learn more and sample the actual information your clients would receive just click this link:

College Smart Financial Services Description

How Do I Get Started?

Simply register below and you'll receive my welcome letter. The important dates and compliance information you need will be included.

Financial Services Registration Request

Please note that all fields followed by an asterisk must be filled in.

Please enter the word that you see below.

  



Back to Services for Organizations Page
Go To Home Page

parents talking

What Clients Are Saying



“…without your involvement, we never would have thought to approach the college directly…. We got the documentation together to obtain residency, created letters to send and were granted residency which translated to $20,000 in savings.

THEN we went back and said, 'don’t take away her out-of-state scholarship just because she is now a resident' and got OSU to maintain the $7,000 scholarship".

"We would like to express our appreciation for the service that our daughter received.

She is our first child to go through the college application process, and it was very intimidating for our whole family. You were able to create a clear, understandable path for our daughter.

As a result of all of this hard work, our daughter was offered three presidential scholarships at various colleges, including a full tuition scholarship to a private college.

Thanks again, and we look forward to working with you on our son's upcoming college search."

"HWS presented an above average financial aid award, however, it included some work study. With your guidance, I went back and asked that the work study be converted to either grant or scholarship to relieve the financial burden while allowing my daughter to focus on academics.

They came back with the conversion AND continued to keep her eligible for an equal amount of money through work study."