College Planning

We focus on identifying strategies that leverage your unique situation to help you save ON college costs, and not just FOR college. Our alliance with Collegiate Funding solutions allows us to take into consideration specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies, and options for covering shortfall.


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We also offer a more in-depth analysis on how your family can meet the challenges of college bound students which includes:


  • Strategic tax and cash flow planning for education and retirement
  • How to maximize opportunities for financial aid
  • Ways to reduce out of pocket costs
  • Help with marketing the student to the right colleges
  • Leveraging financial aid awards
  • How to limit parent and student debt
  • How to improve existing and future financial aid awards
  • Ways to redirect money toward retirement or other financial goals that otherwise would have been spent on college


Protecting families’ hard earned income and assets is our priority. If you or someone you know would like to discuss this very important issue, here are the steps to get started:


Simple steps to solving college funding concerns

  • Complete the data form by using this link: Complete Questionnaire for an In-Depth Analysis
  • After submitting the form, you'll see the answers to some vitally important questions related to your particular situation.
  • We will coordinate a mutually convenient date and time for a meeting to review your information and results.  You can also use this link to schedule an appointment for 60 minutes: Meet with Champion Financial TEAM
  • During our meeting, we'll present and discuss a gameplan that will help you in your efforts to save ON and not just for college costs!


The fee for this invaluable in-depth analysis is $350 per child, which can be paid with a credit card.