How long is a consultation?

The consultation may take between 30 – 60 minutes depending on your situation.

What is discussed at the free consultation?

It’s broken into two parts; one is to gather information about your child and your finances, and the second part is to share a professional evaluation to see if there are opportunities to save you a significant amount of money.

Is there any sales pressure during the consultation?

Our services are designed to be educational and may not be a fit for your family. We’re very candid about whom we can help and whom we can’t. We’ll work with families that we know we can make a major impact on their situation. If you’re on a path to overpay for college, you would obviously like to know that ahead of time so you can then correct that path. At the end of this meeting, you will be better informed and have a better understanding of your options and what steps to take.

Are there any hidden fees?

No, we are very transparent about the costs associated with this process.

Are there fees, if we move forward in the process?

After the free consultation and it’s determined that you may benefit greatly in the services, then yes, we will go over fees associated with the coaching and student positioning with College Planning Network. The fees are reasonable when compared to the potential out-of-pocket savings, mistakes avoided, and additional financial aid found. Our goal is giving you peace of mind knowing you’re on the right track. There is never any obligation to purchase a plan. There are no fees associated that address financial positioning to lower your EFC (Expected Family Contribution) and discover ways to efficiently fund college. Our goal is to help you find the least expensive dollars to fund college and take advantage of every possible strategy to lower your out-of-pocket costs.

How do we get paid?

We get compensated from the many financial institutions or carriers that we have relationships with. This way you’re getting the best the industry has to offer. In the event that our college funding plan would get a significant boost by positioning a financial product within your present plan, that financial institution compensates us our fees. With this arrangement, you do not pay any fees associated with the time involved in preparing and presenting the strategy or strategies. Representative Scott Karl is classified as a Fiduciary Financial Representative who is required by industry standards to consult families to what is to their best interest.

Are our documents and financial data secure and confidential?

Always! You can be assured that your documents will be professionally safeguarded under strict and confidential control during the analysis period. If you prefer, copies of your financial papers are acceptable. Scott Karl is a licensed Investment Advisor Representative that is supervised by the SEC or Securities Exchange Commission.

Why do you need financial documents to prepare a college funding plan?

Accurate data is crucial in building a customized college funding financial plan. The plan will be designed to add value to your unique situation. Every family has different circumstances and different types of financial products. Having accurate financial data ensures that you’re getting the best-fit financial advice. This way, you have a better understanding of how the strategy works and how it adds value to your present plan.

Where is your office?

College Planning Fresno’s home office is near Herndon and Marks. The address is 7321 N. Tamera Ave, Fresno, CA 93711. Telephone number: (559) 307-6103. We meet with over 100 families per year in a professional office atmosphere.