College Planning That Balances Dreams and Dollars

You want to help your child succeed—but not at the expense of your own goals. We help families create education funding strategies that are flexible, honest, and realistic.


Whether you're just opening a 529, applying for aid, or comparing final award letters, we’ll help you understand your options and support your child without sacrificing your future.

Support your child’s education—without sacrificing your future.

College is a major investment, but it doesn’t have to derail your financial plan. We help families navigate the emotional and financial aspects of funding education—from early savings through final tuition payments.


At Our House Wealth Advisors, we believe in educating the whole family. That means clarifying expectations, aligning your funding strategy with your values, and understanding the ripple effects across your broader financial goals.

How We Help Families

We don’t just work with the numbers. We support students as they navigate one of the most exciting (and often overwhelming) experiences of their lives.



Our college planning process can include:


  • Timeline and task management
  • Application and essay coaching
  • Personal statement brainstorming and review
  • Interview preparation
  • Decision-making guidance as offers roll in
  • Athlete-specific admissions strategy (if applicable)

Our approach is practical, transparent, and family-centered. We help you plan for four years—without derailing the next 40.

Our Approach to Education Planning

01

Application & Essay Coaching

From brainstorming personal statements to reviewing supplemental essays and preparing for interviews, we support every step of the admissions process.

02

Financial Aid & FAFSA Guidance

We help identify colleges that align with your academic goals and your financial reality—before you fall in love with a school that won’t make sense in the long run.

03

Scholarship Planning & Merit Aid Optimization

Our process includes guidance on finding, applying for, and maximizing institutional and independent scholarships, especially those that align with your student’s profile and background.

04

Award Letter Review & Appeal Support

Not all aid offers are created equal. We help you decode financial aid award letters and, when appropriate, submit appeals for additional aid or reconsideration.

05

Tax & Cash Flow Considerations

We work your college plan into your broader financial picture—so you're not choosing between your child’s education and your own retirement, home equity, or emergency savings.

06

Loan Education & Borrowing Strategy

If loans are part of the plan, we help you understand your options clearly—from subsidized vs. unsubsidized to parent vs. student loans—and design a repayment plan that works.

This Isn’t Just About Tuition—It’s About Empowering the Next Generation

You’re not just planning for four years—you’re helping build a foundation. We’re here to make sure that foundation is solid for everyone involved.

Schedule a College Planning Call →