Don't Just Save for College. Make it Less Expensive.

An acceptance letter from a dream college can become a parent’s nightmare. It doesn’t have to be that way. A simple, common-sense college funding plan can relieve stress for parents and turn a dream school into an affordable reality.

Get In Touch

Meet MIKE IRVIN CFP®

A Financial Planner for College

Mike Irvin is not only a financial planner with twenty-five years of experience. He’s also the father of a high school student who has expensive taste in colleges. Having built a college funding plan for his daughters, Mike invites you to look under the hood to see what he is doing to fund his own kids’ college costs...and to lower those costs.

Contact Mike

OUR SERVICES

Utilize a Comprehensive Process

It can cost more than $1 million to send three children to some of most elite private universities.  Few parents can save that much, so they must focus on minimizing the cost of college.  A parent’s best tool is a process that includes savvy college selection, beneficial tax strategy, financial organization, proper use of savings, prudent loan management, maximizing need-based aid, and obtaining merit aid.  Mike Irvin has a three-step process that does just that.

Initial Consultation

A no-cost, no obligation 30 minute consultation to see if our services are right for you. We use this time to get to know each other, learn about your unique situation and make sure we're a good fit.

Implementation Meeting

Mike shares the details of the plan and the cost of implementation. You decide if the plan is right for your family.  Mike helps you through every step of the implementation.

Planning Meeting

We discuss your financial position and everything you and your child want for his or her college career. Mike uses the information from that meeting to create a custom-tailored plan for your student.

APPROACH

A Unique Focus, A Long-Term Approach

Paying for college is one facet of your larger financial picture. Without proper planning, college costs can ruin your retirement plans and usurp money earmarked for other goals. Mike’s comprehensive approach allows you to focus on the immediate goal of college without sacrificing longer-term desires. Schedule a time to talk today. Learn how Mike can help college be the dream it should be, for you and your child.

Tax Management Services

Business Planning

Estate Planning

Get in touch

Let's start a conversation

Mike is available for phone calls, in-person meetings, or Zoom Consultations.  There is no charge for an initial conversation. Click the link below to take the first step towards making college less stressful and more affordable.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.