ATTENTION
ADVISORS, CFPs & APEG Members:
Your clients are concerned... bordering on frightened when they think about getting ready for college.
As their trusted advisor, the one certainty of college, is that unless you can provide them the guidance they need,both their financial condition and your AUM will erode unnecessarily.
Our VIRTUAL COLLEGE PLANNING approach, allows you to take the credit for introducing them to a series of resources, each of which is specifically designed to help ensure they do the right things at the right times and avoid overspending on college.
Below is an overview of our process which begins with a 2-minute quiz and depending on that quiz outcome, provides one of five 10-12 page reports that identify a COLLEGE-PLANNING BLINDSPOT that, if addressed, could save that family TIME, MONEY, and hours of frustration.
We invite you to take a look at EXACTLY what parents will have access to and the information they will benefit from. Just click on the green button below and you'll experience our process first-hand.
Implementation is as simple as sending THIS LINK (the quiz) to your clients with college-bound students. There is NO obligation to purchase anything and no data is shared for any purpose without the explicit consent of the client.
We look forward to answering any questions you may have - simply call or send us an email and we'll be more than happy to discuss your specific needs and implementation.
Andy Hickman / Todd Kelly
OCP, CCQ info@CumulusCollegeQuest - 513-554-0401
VIRTUAL COLLEGE PLANNING
The fastest, most efficient and complete suite of college planning tools
for parents of college-bound high-school students.
THE PROCESS
- Parents take a six-question, 2-minute quiz. (CLICK ON THE "Start Quiz" image below to see/take the quiz)
- An OUTCOME report based on their responses is created. (CLICK ON THE "Your Unique Results Report" below to see a sample)
- They are provided a video walk-through of the report. (Once you take the quiz, you'll get access to the videos)
- They can review our college planning resources. (Also available after you take the quiz!)
What are you waiting for?
Give us (Andy or Todd) a call and we'd be delighted to answer all your questions
1-513-554-0401 or [email protected]
