Save at least $10,000 on the cost of college, or get every dollar of your SMARTTRACK℠ Advisor fee back, plus an additional $100.
Take the Free AssessmentFree, takes about 5 minutes, no Social Security number or credit card required.
When your family hires SMARTTRACK℠ Advisor, we guarantee to identify at least $10,000 in savings on the cost of college: a combined total of tax savings, recovery strategies, scholarships, grants, and merit and need-based aid identified through your plan, measured at an accredited, tuition-based, four-year U.S. college your student has been accepted to.
If we fail to save your family at least $10,000, we refund every dollar you paid for SMARTTRACK℠ Advisor, plus a check for an additional $100.
Three steps, and you pay nothing until your savings are confirmed in front of you.
Nothing to look up, nothing to download, nothing to pay.
One of two things will happen. If we find red flags, you're invited to a complimentary consultation with a Certified College Funding Specialist. If we don't, we'll tell you you're already on the right track.
Depending on what the assessment finds, we'll tell you exactly what to do next: use the Toolkit and handle it yourself, or work one-on-one with a Certified College Funding Specialist.
Your guarantee is a real document: a Certificate of Guarantee, issued in your family’s name. It gets stamped as your family moves through the process, until it is officially yours. Here is the whole journey, on the document itself.
Five minutes, no cost, no obligation. It looks for the red flags that mean savings.
College season keeps us busy, so the moment the assessment invites your family, we reserve an appointment window for your complimentary one‑on‑one consultation with a Certified College Funding Specialist. Book inside your window and your reservation locks in, and your Certificate of Guarantee is issued in your family’s name, already carrying its first stamp. Let the window pass, and the process starts over with a fresh assessment.
Reserved
At your consultation, your Certified College Funding Specialist reviews the information you provided and confirms the numbers: at least $10,000 in identified savings for your family. Your certificate is presented at that meeting carrying its second stamp, with your enroll‑by date written on its face. Enroll on the spot, or take your 7 days.
Your enroll‑by date is set, and you have 7 days. Pay and enroll inside those 7 days and the stamp changes one last time. Permanent, in your family’s name, with the full $10,000 Savings Guarantee behind your SMARTTRACK℠ Advisor plan.
Officially Enrolled
More than 45 days since your initial consultation? A quick updated assessment renews the certificate.
Why the windows exist
We guarantee at least $10,000 in savings. That is real risk on our side, so we have to be specific about timing: aid formulas, tax years, and application windows all move underneath a plan, and college season keeps our calendar full. So we give your family as much time as we responsibly can. A window to book your consultation after the assessment invites you, then 7 days to enroll once your numbers are confirmed. And if a window passes, nothing bad happens. A quick updated assessment renews it, because your numbers may have moved. Should you decide to hire us, the decision is always yours. The windows just keep the guarantee honest.
A guarantee only works when both sides do their part. Ours is finding the money. Yours is four things.
Every strategy we build runs on the numbers your family gives us, so if those numbers are off, the plan is off too. You gave us most of them in the assessment; at your consultation your Certified College Funding Specialist confirms them and tells you exactly what needs updating. No perfect records required.
Where your student applies is the single largest lever on what your family pays. Our Generosity Scale rates every college green, yellow, or red on how much aid it has actually awarded families like yours. We ask that at least 80% of the schools on your student's list be rated green for your family. The reaches and the favorites stay on it, and the final decision is always yours; we simply ask that the mix lean generous, because we cannot guarantee savings at schools that statistically do not give money.
Identified savings and realized savings are not the same thing. Your Certified College Funding Specialist gives you every step, in order and with dates. Following through is the part only your family can do.
The FAFSA and the CSS Profile decide what each school offers your family, and one figure in the wrong place can cost you aid you had already earned. You are never doing this blind: our step-by-step videos walk you through every form, and your Certified College Funding Specialist answers the specific questions along the way. Your family submits the forms; we make sure you know exactly what goes where.
Do those four things and the guarantee is yours.
If we can’t save your family at least $10,000, you get a full refund plus $100 for your time.
Most college consultants charge thousands up front and hope it works out. We confirm your savings before you pay anything, we put a guarantee around them in writing, and only then does your family decide anything at all.
Our free assessment takes about five minutes and shows you exactly where your family stands. When it finds significant savings, it opens the door to SMARTTRACK℠ Advisor and the $10,000 Savings Guarantee.
Take the Free AssessmentFree, takes about 5 minutes, no Social Security number or credit card required.