We know that planning can often seem overwhelming.  We look forward to helping you reach your goals while saving you time, money and stress. 

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YOUR NEXT STEPS

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(1)   If your relationship with us includes college admissions planning (Silver, Gold or Diamond), you will soon be contacted by our partner POM College Consulting (https://www.pomcollegeconsulting.com/)  either by email, phone or both.  Please follow the important steps indicated in their email. 

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(2)   If Financial Planning is included (Emerald or Diamond), please complete your Confidential Financial Questionnaire by visiting https://www.collegeplanningsystems.com/fq or click the link below. 

 

This step is for primary clients or parents - only one financial questionnaire is needed for the household.

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Once again, welcome aboard! Please do not hesitate to reach out to us with any questions.