College Strategy Intensive
Build Your Personalized Roadmap
Investment: $1,350 | 3 Week Engagement
Getting Started
The College Strategy Intensive begins with a Strategy Session. This initial session allows us to understand your student’s academic and financial circumstances and determine whether the Intensive is the right next step.
If you move forward with the College Strategy Intensive during the same academic year, your $300 Strategy Session fee will be applied in full toward the $1,350 Intensive.
For families ready to move beyond questions and into a personalized plan, the College Strategy Intensive provides a comprehensive academic and financial roadmap designed to support confident decision-making throughout the college journey. Instead of reacting to challenges as they arise, you’ll have a thoughtful plan that connects academic decisions with long-term financial strategy.
By the end of this engagement, you’ll have a personalized roadmap that allows you to make future academic and financial decisions with greater confidence—not uncertainty.
Best for:
- High school students planning their college path
- Current college students needing a reset or strategic direction
- Families who want a clear, actionable plan
What’s Included
Financial impact analysis of academic decisions
Majors, timelines, and course selection, evaluated for what they mean for your family’s total college investment.
- A full audit of academic records and current plan
- Identification of cost inefficiencies and opportunities to reduce overall college expense
- High-level financial planning considerations to support long-term cost management
- Thoughtful planning to minimize reliance on high-cost borrowing where possible
- Customized academic and financial roadmap
- Targeted course and major recommendations
- Alignment with career goals and long-term outcomes
- Final strategy session to review and refine the plan
Your College Strategy Intensive Includes
Comprehensive Strategy Assessment
- Comprehensive review of academic records, degree plans, and current progress
- Identification of cost inefficiencies and opportunities to reduce overall college expenses
- Financial impact analysis of academic decisions, including majors, course selection, timelines, and transfer opportunities
Personalized Planning
- Long-term financial planning considerations to support college cost management
- Strategies to minimize unnecessary borrowing whenever possible
- Targeted academic and major recommendations aligned with career goals
- Alignment of academic decisions with long-term financial outcomes
Personalized College Strategy Blueprint
You’ll receive a professionally prepared College Strategy Blueprint customized specifically for your family, including:
- Prioritized recommendations
- Action steps and timelines
- Cost-saving opportunities
- Academic planning guidance
- Financial planning considerations
- A long-term decision-making framework
Collaborative Support
- Three weeks of guided consulting and strategy refinement
- Final strategy session to review your Blueprint, answer questions, and refine recommendations
How the Intensive Unfolds
Assess
A full review of academic records, degree plans, current progress, and your family’s financial picture.
Strategize
Financial impact analysis, cost-saving opportunities, and targeted academic and major recommendations.
Build & Refine
Your College Strategy Blueprint is finalized, then reviewed and refined together in a final strategy session.
What You'll Walk Away With
By the end of your College Strategy Intensive, you’ll have a personalized blueprint that guides your family’s academic and financial decisions—not just for today, but throughout the college journey.
What that means for your family:
- Clarity on the academic path that makes the most sense for your student
- A clear understanding of how academic choices affect your family’s total college investment
- Fewer costly surprises, from extra semesters to unnecessary borrowing
- A clear sense of what to do next, and when
- Greater confidence knowing you have a long-term strategy—not just answers to today’s questions
Not sure whether the College Strategy Intensive is the right fit? Start with a Strategy Session. We’ll determine what level of support makes the most sense for your student’s needs.
