WHO WE WORK WITH

Although CCF works with "traditional" college-bound families, we specialize in the needs of families who do not qualify for need based financial aid: high-income employees, self-employed parents, small business owners, and franchise owners. If you are a middle to high income earner that expects to pay the full cost of college, we can show you how not to pay the MSRP of college .

 Are you facing these challenges?

• You would like to know how your child could attend an expensive private university for the same or less than the cost of a state school.
• You are concerned about your Expected Family Contribution and would like to know little known strategies to reduce this number ethically.
• You are worried by the amount of debt your family will encounter after completion of college.
• You are uneasy about how paying for college will affect your ability to retire.
• You do not know which college loans to take and why certain loans should be avoided.
• You feel that your child needs more personal help in finding the right college.
• You are a business owner who wants to know little known college tax strategies that allow the IRS help pay for college.
• You have multiple children going to college.
• You are a busy family that doesn't have the time to complete all the financial aid forms. 

Our Ideal Client

Our clients typically share many of the following characteristics. If most of them fit you as well, you are likely someone we can help to reduce the cost of college and guide you and your children through the college process as stress-free as possible!

They:

• Are successful professionals and business owners who do not have the time, or the expertise in college admissions and college financial aid, that would like to know how to use proper marketing, aid, tax, and financial planning strategies to reduce the cost of college.
• Are families that have children that are rising sophomores, juniors, or seniors in high school.
• Are families that will NOT receive a need-based financial aid from colleges based on their current income or asset levels.
• Are families that have smart, motivated children that are in the top 25% of their high school class.
• Are families that would like to know the inside workings of the college Admission Office and Financial Aid Office.
• Are honest and agree to provide us with all the requested information and documents, such as tax returns, financial statements, summaries of investment accounts, wills, trusts, insurance policies and any information regarding employment and retirement benefits.

Our most successful clients have traditional advisers (accountant, financial planner, stockbroker, school counselor, etc) that lack the expertise and experience in the college financial aid and college admissions process at no one else has the proficiency in this field!

 Now that you know the kind of client we work with, the issues we help them resolve and what our clients need to do to ensure their success, clink on this link to learn more about How We Work.