We know how stressful and convoluted college financial aid process can be. College Funding Advisors guides parents through the financial aid process and shows them how to maximize the benefits they are eligible for -- without depleting dollars from hard-earned assets, savings or retirement funds that are intended for the parents' future financial stability. Our goal is to examine ways in which a family can lower their education costs by providing an assessment of the parents? financial profile and identifying areas of potential savings in college costs by increasing their eligibility for financial aid. We accomplish this by suggesting strategies that restructure a family's financial profile in compliance with financial aid formulas, so that families gain access to federal and state aid, as well as to campus-based scholarships, loans, grants and work study programs.
Don has been working with college strategies since 1990 and has successfully guided his three children through the financial aid process. He received his BS in Engineering from Northeastern University and his MBA from Syracuse University. As a College Funding Advisors associate, he now lectures extensively throughout the greater Boston area on his experience and insights in the financial aid system and enjoys guiding families through the college financial process.
Marcia, a Certified Financial Plannerâ„¢ Licensee, has been working in the financial planning industry since 1993. She joined College Funding Advisors in 1998, after using CFA's services to make a college education for her two children affordable. She has been happily presenting seminars and helping families navigate the financial aid system ever since.
Dick benefited from CFA's strategies in reducing college costs for his children. He believes in paying forward and started with CFA in 2016. Before joining CFA as an associate, he was president of a global software service company and still owns a small IT support company. He has a computer engineeing degree from M.I.T. as well as MBA in finance from University of Chicago.