
We will focus on your student’s current situation and help you identify the smartest path forward.
Every family’s situation is different, so the session is tailored to your specific needs.
Want to better understand how financial aid really works
Feel unsure about FAFSA, CSS Profile, or expected family contribution
Have received aid offers and need help reviewing and comparing them
Want a clear plan before committing to a college
Are worried about overpaying for college

Families looking only for free general information
Students unwilling to take action on a plan
Families who want full ongoing coaching instead of a one-time strategy session
20+ years guiding families through admissions and affordability
Helped families secure millions in scholarships and reduce out-of-pocket costs
Combines admissions strategy with financial planning insight
Trusted by families who want a clearer, less stressful process

"He went straight to the most important issues and answered all the questions we had. The suggestions he made and the accounts he shared of his own experiences, both personal and professional, gave us confidence in him"
- Brent McGuire

"His knowledge is sound and has paid HUGE financial and academic dividends for both my children. With his assistance, my children each landed at exactly the right universities."
- Mary Douglas

"With Clark's help and guidance he showed us that a private college can be just as much or even cheaper than a public state college. Now my daughter had been admitted to one of her top school choices, a private, liberal arts university with a 30,000 renewable scholarship and is currently competing for a full-tuition scholarship."
- Julie Korn

Here’s what to expect after you book your strategy session.
This session is for families with a high school student who want expert guidance on scholarships, financial aid, and next steps.
No. This is a one-time strategy session designed to give you clarity, direction, and a personalized action plan. If you need more support afterward, Ryan can share additional coaching options.
Yes. Parents and students are encouraged to attend together.
If your family wants additional support after the session, Ryan can recommend next-step options based on your needs.
Yes. The session is tailored to your student’s current situation, goals, and biggest areas of concern.
No—earlier planning leads to better financial outcomes.
Perfect. We’ll review and compare them in detail.
Most families uncover opportunities or avoid mistakes that significantly impact cost.
Take the guesswork out of paying for college. In one focused session, you can get expert guidance, a personalized strategy, and a clear plan for what to do next.

Innovation
Fresh, creative solutions.

Integrity
Honesty and transparency.

Excellence
Top-notch services.

Address: 10130 Mallard Creek Rd, Suite 300, Charlotte, N.C. 28262
Tel: 704-944-3543
Email: [email protected]
© Copyright 2025. Charlotte, NC. All Rights Reserved.