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Financial Planning

Maximize Your Opportunities with Education Financial Planning

​Our Financial Counseling/Planning Package helps families handle the increasing costs of living and higher education. Everyone should learn about money and start financial planning, especially for higher education and retirement. PAC3 is unique in that we can offer comprehensive financial planning services in addition to college admissions. 

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• Learn how to budget (personal and for higher education).
• Explore various education benefits and resources to pay for college.
• Review the financial aid process and how to use financial aid forms (FAFSA & CSS Profile).
• Guide students searching for outside education funding and scholarships.

• Compare and choose among the right-fit financial aid packages.
• Understand different methods to pay off student loans.
• Family and student counseling to build a solid foundation in 6 crucial areas:

     o Cash Flow

     o Debt Management

     o Proper Protection

     o Asset Accumulation

     o Emergency Funds

     o Estate Preservation

Contact Us

Thanks for contacting us! We will be in touch soon.

Cypress, CA 90630

Tel. (714) 271- 8479

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