Services

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.

Direct Connect

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 future services and would be the responsibility of the client.

Collaboration Efforts

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.