Start the Process

After reading through the information on this website and you would like to proceed, please complete the contact form by clicking here.I would email the listing of questions for you to begin. Prior to the meeting, I spend several hours researching your situation so that I can tailor the discussion to your family's circumstances. With a small investment and a little time, you can save yourself thousands concentration on colleges that are affordable to you, the parents, and also satisfy your student's academic and social needs!

Recent Seminars/Talks

- Wed, May 17th, 2017 presentation to NAPFA - National Assoc. of Personal Financial Advisors  "Helping your clients with Financial Aid".

- March 23rd, 2017 to East King County Estate Planning Council "What Everyone should Know about College Funding and Financial Aid." 

- Feb 15th/16th , 2017 at Newport HS and Bellevue HS "Paying for College without Going Broke" as part of a College Conference hosted by the Bellevue School District. 

- Feb 8th, 2017 at Inglemoor High School,  joint presentation "Paying for College without Going Broke" presented by Paula Bishop, CPA and "The College Search for the Student Athlete" presented by Scott Brayton. 

- Dec 13th, 2016 Paying for College without Going Broke presented to Crossfire Soccer Club, Redmond Town Center

- Nov 2nd, 2016 Paying for College without Going Broke presented to Yeshiva NW parents and students

- Thurs, Oct 13th, 2016 Paying for College without Going Broke, Bainbridge Island High School

- Tues, Oct 4th, 2016 Paying for College without Going Broke and the New FAFSA presented to Eastside Catholic parents and students.

- Tues/Wed Oct 3rd and 4th, 2016, 9:30am at Waddell & Reed, Investment Advisors. How you can help your clients with paying for college issues.

- June 4th, 2016  Paying for College without Going Broke presented at the Showcase of Champions Soccer Tournament,  Redmond, WA.  



Paying for College without going Broke !
Thurs, Oct 5th, 2017, 6:30pm  at Bellevue International High School
445 128th Ave NE, Bellevue 98005   Free and open to the public.

​​​Upcoming Seminars:

Wed, Oct 4th, 2017 "Paying for College without Going Broke" at the Plateau Club, Sammamish  6:30pm Thurs, Oct 12th, 2017  Private event.

Tues, Oct 10th, 2017, 6pm  Paying for College without Going Broke presented to Eastside Catholic High School parents and students.

Thurs, Oct 12th, 2017 at 7pm "Paying for College without Going Broke" at Bainbridge Island High School.  Free and open to the public.

Thurs, Oct 25th, at 7pm 2017  "Paying for College without Going Broke" at Yeshiva Northwest High School on Mercer Island.  For Yeshiva students/parents.

Upcoming College Financial Aid Seminars/Events

​​​​​Is your group interested in a presentation?

If you are interested in a speaker for Financial Aid Night or Paying for College, send a request to:  One-hour talks are available for your company, school, PTA, sports and church groups.  Free to high schools and non-profits. Topics include:

  • How to Pay for College without Going Broke

  • Step by Step Procedures for Filling out Financial Aid Forms to include the FAFSA and the CSS Profile

  • In depth Discussion of 529 College savings plans and GET

  • The Secrets of Financial Aid for College

  • Myths vs. Realities of Athletic Recruiting and Financial Aid

  • How to Determine if You Qualify for Financial Aid and for How Much Aid

  • Financial Aid Award Letters - Are They Telling the Parents Enough?  How to Evaluate Awards

Financial Aid for College Advisor