How it Works

How Our Service Work

Watch our Video1

Watch our Video

Watch the "Art of College Cost Planning video located on the homepage.
Sign Up2

Sign Up

Click on the "Get Started" link to submit a sign up request with us.
Download Agreement3

Download Agreement

Download, sign and return the Promise Agreement to us.
Complete Questionnaire4

Complete Questionnaire

We Email you (within 12-hours) a link to Download the Questionnaire form.

Frequently Asked Questions

1What happens after I sign up?
You will receive a link to download the Promise Agreement contract. Enter your payment information and either Fax your signed contract to 267-695-9163 (Fax) or email to Within 12 hours after receipt of your signed contract, you will receive the financial aid input questionnaire emailed to you to generate your customized Student Profile Report. Upon receipt of your questionnaire, we will deliver your Student Profile Report within one week. We will schedule a meeting to review the report together.
2How many pages is the Questionnaire?
The Questionnaire is comprised of 9 pages total.
3How long does it take to complete the Questionnaire?
You could complete the Questionnaire in one sitting assuming you have all your financial information handy. Overall we anticipate on average between 1 - 2 hours.
4Can I email the completed questionnaire?
Yes, you can scan and email the completed Questionnaire back to us at
5Can I start with the lowest priced plan and 'upgrade' if desired?
Yes. At our meeting, you will have the option to upgrade or downgrade your selection of plans. You will be able to sign a change of plan form at the meeting.
6How soon will a college advisor contact me?
An Intelligent College Planning college advisor will contact you to schedule a face to face meeting as soon as we receive your completed input form. It takes one week to produce the Student Profile Report so we will look to schedule an appointment with you for the following week.