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Jody, thank you so much for your kind feedback. We really appreciate the opportunity and the trust you had given us and are excited for the whole family!
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I highly recommend Plan on College. Tom and his team were amazing! I dont think we could have made it through the college years without their financial advice and support! They helped our two children receive the best financial packages from their schools.
We first met with Tom back in 2013 when our older daughter was going to college. We got advice from Tom back then that is still beneficial today, now that we have other kids entering college. I've studied and been involved with finance for the last 30 years - but there's a lot more to college financing that one would suspect. Getting advice - even it costs upfront - is well worth it. I also appreciate that this was not a strong sell situation. Tom gave advice and left us to make up our own minds about what to do.
Plan on College has helped us in so many ways- prep for ACt/SAT, interest/aptitude tests, career choices, scholarships, applications, timing of when everything happens and when everything is due (there are SO many parts to this preparation!), and what Mom and Dad care so much about - financial aid. We've met in person with them, on the phone, corresponded through email. When I look back at emails I've sent, they have answered ALL my detailed questions and, I might add, in a very professional manner! We are on our way as my son starts college within 2 weeks but I know they will be there if I have questions with financial aid in upcoming years. Thank you Plan on College! Shout out to Jackie for all her attention to our concerns!
My parents and I appreciate so much all that you did for us because it definitely made this all so much easier to navigate, from the testing to all of the financial stuff. Thank you again!
Few people know more about college and financial planning than Tom and his team. They literally hand held my daughter through the whole college selection process and they were there whenever I or she had a question, even on the weekends. And, their knowledge of investment, products and planning, to assure we paid the lowest price, and that our own financial future was secure, were superb. I recommend Tom and his team without hesitation.
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