Application for College Planning Services

The application process for services is a three step process and must be followed accordingly. Your application and payment for services must be completed before an over the phone interview (OPI) can be conducted.

Important: PLEASE READ

Review – Before you complete your application for College Planning Services, it is important to us that you understand your rights as a customer as it pertains to your information and privacy.

We highly recommend and invite you to view our privacy policy and your rights under compliance for service. We want to ensure that we provide you excellent service with integrity and security, so that you and your family may receive the best assistance in your college planning process.