Full Service College Financial Planning


Full Service College Financial Planning


The fixed fee for College Financial Planning includes:

  • Financial Planning
  • Academic Planning
  • Retirement Planning
  • Estate Planning

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College Financial Planning Service Includes:

Financial Planning

  • Aid Eligibility Comparison Report
  • What-if Analysis
  • Retirement - Ready or Not?
  • Complete College Planning Relief® Resource Kit
  • College Quick Reference
  • Subscription to College Keystones
  • A Copy of the Book “College and Retirement: You CAN Do Both! Second Edition”
  • CPR-College Planning Relief® Professional Counseling

Academic Planning

  • The College Visit Scoring System
  • Industry-leading Career Matchmaker Assessment
  • Detailed Scholarship Search Tools
  • Career Exploration
  • Student College Portfolio Development
  • Student Financial Literacy Program
  • SAT & ACT Prep Program
  • Interactive Complete Month-by-Month Detailed Plan for Every Year of High School
  • Interactive College Maps for all Four-Year and Two-Year Colleges
  • Financial Aid Guides
  • Step-by-Step College Admissions Guides
  • Live Academic Advisor Webinars
  • “Ask the Academic Expert” Support
  • Step-by-Step Student Timeline
  • Step-by-Step Parent Timeline
  • Student Resume Builder
  • Build My College List Report
  • My Chance of Acceptance Report

As a valued client, you will also receive:

  • Commitment to our Client Charter (attached)
  • Personal time and attention of a Fiduciary Advisor
  • Invitations to Client Appreciation and Education events
  • Referral and Client Appreciation gifts
  • Access to The Living Balance Sheet

What EWS expects of our clients:

  • Full disclosure with accurate and up to date information
  • Completion of the online Client Communication Profile
  • Referrals to people in your network

Payments plans are also available for those who qualify.