Our Process

At our firm, we have the client—and only the client—in mind.

The Team at College Funding Concepts draws upon their first-hand experience dealing with hundreds of families a year to design solutions that will help you maximize your funds and get your kid(s) an education that will hopefully give them the head start they need to secure a future where they can thrive.

Our 9-step process can help you discover what that solution looks like for you.
Everyone's situation is different and we're not here to judge. We're here to help
you avoid costly mistakes and make the best choices possible with the resources
at hand and see if we can stretch those as far as humanly possible. You have options here. I'll leave it in your capable hands to take the next steps. See you soon.

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