Unequalled Value

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For college selection and financial aid, like railroad tracks, there are two. You must have a wheel on each to get where you want to go.
  • Track One - Academic. That includes the admissions requirements of each college on your list. GPA, Class Rank, Academic Profile, SAT and/or ACT scores, and your unique attributes and qualifications.
  • Track Two - Affordability. That includes your Expected Family Contribution (EFC as calculated by FAFSA), the Federal Student Aid program, meritorious financial aid and our proven strategy.
Parents and Grandparents -- schedule a conversation with us today.
We'll make it plain and simple -- what we do, how we help, and why our services are highly prized and praised.

No one is turned away because of family finances.

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Private-session College Strategy Workshop with Dr. Gately
Prepare your Retirement Lifestyle road map
Optimize Financial Aid Eligibility (based on FAFSA)
Prepare Your Personal "College-Affordable Plan"
SAT and ACT Test Preparation Classes (web-based)**
LEAProgram® and Fit-2-Flourish®**
Assist with Filing FAFSA and CSS Profile
Access to a Comprehensive Database of Colleges and Universities**
Coach Student through College Application Essays
Implement our College Selection Strategy
Review Your Financial Aid Award Letters

A LA CARTE MENU. You may select any combination of services ranging from $150 to $9,500. Every family served.

Some services use third party vendors.**
Your satisfaction is guaranteed.



  • Thank you for all of your advice and wisdom throughout this (college admissions) process.  We would never be in this favorable situation without your help!  (K.C.  Cornelius, NC)
  • Your diligence and thorough understanding of the financial aid process have not only saved our family out-of-pocket expenses now, but will continue to be a significant factor in supporting Matt's future and life-long goals.  (D.S. Charlotte, NC)
  • I just referred my friend Michelle to you.  She has a son the same age as ours.  I told her about you and how it has made a huge difference with Katie.  (A.Z. Frederick, MD)
  • We appreciate beyond words how much you helped us find our path down the "college road."  We would not have succeeded without your guidance, patience and thoughtfulness.  (A.B. Whiteville, NC)
  • Thank you so much!  You have been AWESOME throughout this whole process and I tell folks about you all the time.  Our son is very excited about his choice and feels that he is on the right path.  We all appreciate your efforts and I think the process was well worthwhile.  He leaves August 14...tears in my eyes as I type that.  (L.G. Mooresville, NC)