Your child’s education and your retirement shouldn’t compete
We are a full-service College Planning and Financial firm with over 30 years combined experience helping families pay for college while building long-term wealth and a secure retirement. From early planning through retirement, we create personalized strategies that adapt as colleges rules can change each year - so your family stays ahead.
Let’s build a plan that works now and for generations to come.
Strategy
Our team strategically positions your student for a competitive edge. We understand the enrollment management practices used by choice schools and work with you to build individual student positioning plans to create sound, affordable options so the students can choose the best educational opportunity for them.
Accountability
Our team empowers students to showcase their achievements and pursue their journey. We partner with students and families to find students’ best fit opportunities, providing guidance and setting realistic expectations along the way. Students thrive when given autonomy while being supported by trusted adults who empower them to succeed.
Process
When you choose Capitol College Planning, you are choosing a team with a strategic process, proven and refined over 25 years—not a product. Our process requires student accountability and family engagement. When implemented, it produces exceptional results. 85% of our clients graduate in just four years as compared to only 40% of their peers.