Ways for Consultants and Planners to Connect with
The College Dollar
All families, consultants and planners are welcome to a 15-minute free conversation about college finances.
College finances not your specialty? Have your clients reach out to me directly for their free 15-minute conversation so we can determine what they need. You may be included on the call if desired. Any payment for services would be the responsibility of the client.
Everybody has their ‘go-to’ team and TCD can be part of yours. Let us know how you feel comfortable having us interact with your families. TCD wants to ensure your families understand about the cost of college, how to pay, or answer any of those complex finance questions regarding the FAFSA, 529 monies or financial aid. TCD receives payment from the consultant or planner prior to services.
TCD will work with you to ensure a seamless transition of information. Your clients are important to you and we take that relationship very seriously. We know that finances are a sensitive and confidential topic. Please reach out if interested in references or reviews.
“Thank you so much for our Tuition Bill review. It was amazing how much we still didn’t know and were about to pay thousands of dollars. Your explanation was so helpful and made me feel much better about our chosen payment path and sending MacKenzie off to college. The best money we spent on college!“
David O. Penfield, NY
“That FAFSA had us stumped but you got us through it! I appreciate the multiple calls and patience working it all out. I know our divorced situation wasn’t easy. Highly recommend your services for any college finance question. We’ll get back to you for our next one!“