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Specialties
Passionate about helping parents make higher education accessible to their children. Experience with the financial aid system and how to access merit and scholarship opportunities for your student. Her assistance in the college funding process is invaluable and save families thousands of dollars.
History
Established in 1996.
Mary has spent the last decade consulting with small business owners and working with financial accounting software. Implemented financial management systems and identifying improved operation processes. As a Certified College Planning Specialist and member of NICCP has access to the most current financial aid tools and college education funding information.
Working with the best in the field and supported by experts in the field thru affiliation with NICCP. Including «college financial guru» Rick Darvis, CPA & Tax Specialist. College planning professional support includes Ed Kinkoff, Eric Goodhardt, Don Betterton and many other experts in college planning.
Meet the Manager
Mary S.
Manager
I am one of 1200 certified college planners across the United States. The concept of working with a college financial planner is new to this part of the country. People do not realize how valuable the service is that we provide. We make college affordable for all families. We help identify academic and merit based financial aid while planning for retirement. We work closely with the school counselor and financial advisor if you have one. We have programs that are affordable for all family budgets. Sliding scale.