One assessment. Two ways we help.
Everything at SMARTTRACK℠ starts with the same free assessment, because the right kind of help depends entirely on your situation. When you finish, you’ll land on one of two tracks: hands‑on help from a Certified College Funding Specialist, or the SMARTTRACK℠ Toolkit to do it yourself. Here’s what each one is.
Take the Free AssessmentFree, takes about 5 minutes, no Social Security number or credit card required.
SMARTTRACK℠ Advisor
Invitation‑only, one‑on‑one expert help. Guaranteed to pay off.
When the assessment finds significant savings, this is the highest‑leverage way to pay for college. You’re paired with a Certified College Funding Specialist who builds and implements a custom plan for your family: choosing the right schools, structuring your assets, and protecting your retirement along the way. Families who work with a Certified College Funding Specialist save an average of $24,000 a year.
What’s included
- Unlimited one‑on‑one access to your Certified College Funding Specialist. They do the work with you, not hand you homework.
- A custom college funding plan that covers all your children Built for your whole household, not one student at a time.
- Immediate tax and cash-flow optimization Savings you can capture right away.
- The SMARTTRACK℠ Toolkit, included: the Generosity Scale, the SMART Steps library, the Scholarship Engine, and every free tool in your account.
How you get it. SMARTTRACK℠ Advisor isn’t for sale on this page, and that’s on purpose. The invitation comes from the assessment. When it finds significant savings, you’ll book a complimentary consultation where a Certified College Funding Specialist confirms your savings before you decide anything.
Take the Free AssessmentFree, takes about 5 minutes, no Social Security number or credit card required.
Zero risk, all reward.
Most college consultants charge thousands up front and hope it works out. We do the opposite. A Certified College Funding Specialist confirms your savings before you pay anything, and then we guarantee it in writing.
Save at least $10,000, or get a full refund plus $100.
- No upfront risk
- No guessing
- No way to come out behind
See How Much You Could SaveFree, takes about 5 minutes, no Social Security number or credit card required.
SMARTTRACK℠ Toolkit
Everything you need to fund college the smart way, on your own.
If your assessment shows you’re already well‑positioned, the SMARTTRACK℠ Toolkit puts the same intelligence our Certified College Funding Specialists use right in your hands.
- Generosity Scale See which colleges actually discount tuition and which are “tuition traps,” so you apply where your money goes furthest.
- SMART Steps Library 65+ click-by-click guides through the FAFSA, the CSS Profile, and every form that trips families up.
- Scholarship Engine Search merit awards school by school, with the grades and test scores each one requires.
$495 · lifetime access
How you get it. Like everything at SMARTTRACK℠, it starts with the free assessment. If the Toolkit is your best fit, that’s exactly where we’ll point you. It is also included with SMARTTRACK℠ Advisor, so a family working one‑on‑one already has it.
Take the Free AssessmentFree, takes about 5 minutes, no Social Security number or credit card required.
See where your family stands.
Take the Free AssessmentFree, takes about 5 minutes, no Social Security number or credit card required.