Strategic Offerings

Our Planning Packages

Three distinct levels of advisory support — each designed to meet your family exactly where you are in the planning process, and take you where you need to go. Select any package below to explore what's included.

Serving families nationwide via virtual consultation & in-person in Utah

Advisor-led. Strategy-driven. Family-focused.

Families in grades 8 through 12

Choose Your Level of Support

Every family's situation is different.
So is our approach.

Whether you need targeted financial clarity, a comprehensive planning platform, or a fully guided partnership with a dedicated advisor — there is an offering structured around your needs. Select a package to explore the full details.

Package 01

Financial Analysis

Leave Nothing to Chance: A Strategic Blueprint to Ensure You're Not Overpaying for College

FAFSA & CSS Profile Line-by-Line Answer Sheet
Submission Summary Analysis & Verification
Award Letter Evaluation & Appeal Strategy

For families who want financial clarity — at any stage of the process.

Package 02

The Essential 3-Pillar Mix

Beyond the Financials: Aligning Admissions, Academics, and Aid

Unlimited personalized test prep (PSAT, SAT & ACT)
Best-fit college search & matching
Scholarship search — 3.5M+ opportunities
Career exploration with labor-market data
Includes everything in Financial Analysis

For 8th–11th grade families and seniors navigating the final stretch.

Package 03

The Full Ensemble Strategy

The Complete 3-Pillar Partnership: Expert 1-on-1 Guidance for Every Step of the Journey

Dedicated 1-on-1 mentorship with a certified counselor
Strategic student profile & resume building
Professional communication coaching
Application & deadline mastery
Includes everything in Packages 01 & 02

For families who want a dedicated expert partner, start to finish.

Not sure which is right for your family?

Every family's timeline, financial situation, and planning needs are different. Our Free Workshop walks through the full framework — and a brief consultation call helps us understand exactly where your family is, so we can recommend the level of support that fits best.

Watch the Free Workshop Schedule a Consultation

Take the Next Step

The Right Guidance at the Right Time
Changes Everything.

The families who arrive at enrollment with the least financial stress and the strongest options are the ones who started with a plan. Our webinar is the clearest first step — and it costs nothing.