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Interest Form

Just a few questions to get to know you and your family.

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Question 1 of 9

What are the grade levels of your children?

(Select all that apply)
A

K-5th

B

6th-8th

C

9th, 10th

D

11th

E

12th

F

College

G

Graduate School

H

Professional School

Question 2 of 9

Including yourself, list the adults who will be involved in making decisions about college and college finances. (Include Biological Parent, Step-Parent, and Legal Guardians if applicable.) If possible, all involved adults and teens should be present for our call.

Question 3 of 9

- If you are in the U.S., list City & State of residency,
- If. NOT the U.S., list the country of citizenship.

Question 4 of 9

To determine eligibility for need-based financial aid or creative financing, please answer the following question.: What is the current household income range?

A

Less than $87,000

B

$88,000-$150,000

C

$151,000-$500,000

D

$501,000+

Question 5 of 9

I understand the solution I am asking for has an average investment of $5000 (but may be as low as $500 or as high as $15,000) to solve the problem I am discussing.

The purpose of this call is to determine which, if any, of these programs is a good fit for my family. (If it's not a good fit, I may recommend someone better aligned with your goals for your family.)

A

I understand and am willing to have a conversation.

B

Let's schedule a session when my finances are ready.

C

I'm not ready. Please forward a detailed breakdown of your pricing and offer.

Question 6 of 9

Is there anything else I should know before our call?

Question 7 of 9

FIRST and LAST name 

Question 8 of 9

Email:

Question 9 of 9

Phone number.

Confirm and Submit