About Us

​Who We Are​

Professional: We are professionals with the strategy of combining college counseling and financial counseling services
 

Industry Certified: The service is delivered by Certified College Counselor, Certified Planner and CPA



Proven Experience: Over 10 years of professional experience in related industries

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Mission Statement​

Peace of mind: to assist and coach college bond families paying discounted tuition to schools through student positioning and financial planning before and during college years
 

Client Centered Service: to design the individual plan according to your student’s profile and your financial status to maximize the family benefit.

 

One Stop Shopping Experience: the entire process of college applications and financial planning under one roof with no missing link​