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Welcome to College Planning Systems!

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


(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 (  either by email, phone or both.  Please follow the important steps indicated in their email. 

(2)   If Financial Planning is included (Emerald or Diamond), please complete your Confidential Financial Questionnaire by visiting or click the link below. 


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

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

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