TRIANGLE FINANCIAL STRATEGIES  |  SERVICES

Is your child in high school and you're trying to figure out where they should go? Are you looking at colleges for the right reasons? There's a lot more to it than popular sports teams or you know people who went there or are there now. 

 

Wouldn't you rather focus on schools that are more generous with their financial and merit based aid? Do you even know how to research and select the schools that meet your criteria? Do you know how your child measures up for ACT, SAT, and scholastic rankings and what the right schools would be for them?

 

We provide a wide range of services tailored to maximize the probability of placing your child at the best school for them.  We have developed the ultimate service center experience, and unlike most service centers that exist solely to assist you with completing financial aid forms, we want to take client service to a new level.

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We want to help you streamline the process by completing financial aid forms correctly and on-time, and we also want to deliver a one-stop shop for information and guidance to maximize your financial AND merit based aid your child qualifies for. 

 

We pride ourselves on our ability to counsel families throughout this confusing process. Our sole mission is to provide hand holding throughout the entire college planning process whether it is your first child to attend college or your last.

 

We offer everything from standard test preparation and the financial aid process to major and career exploration. But most of all we provide families with the peace of mind that they are not alone during the confusing college process.

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What's the best way to pay for college? For just one student, the bill could be over $120k assuming it's just four years. Which loans do you use? Which college savings accounts do you use first? What if you already have plenty of cash to pay; is there a more efficient way to pay these expenses?

 

There is a more efficient way to pay than cash. We can also show you how to prioritize your different accounts and loans. We walk you through the available options and the one that makes the most sense for you stands out and you walk away with confidence you're doing what's best for you, while minimizing the impact on your retirement.

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