Work with Passport to develop personalized strategies to lower your debt and optimize your financial future.
Getting good advice about how to pay for college or grad school is tough. Most financial planners lack the expertise to navigate the intricacies of the admissions and financial aid process. Other advice comes from the loan peddlers. So who can you trust for personalized advice? Financial planning at Passport helps students and families figure out how much they’ll need to pay and the right way to pay for it (what combination of loans versus other assets to use). Small choices can make a big difference in the amount you save toward your financial future.
We’ll talk about your plan to pay for school, where you’re stuck, and whether we can help. Free!
Next we gather information about you and your finances so we can know where to look for strategies for paying.
You will receive a written report detailing the most relevant strategies that optimize your debt and financial future.
One-on-one check-ins help get you unstuck, hold you accountable, and implement the plan.
It’s called PERSONAL finance for a reason. Every family is unique in their challenges in paying for graduate school, so we will tailor our advice to what can help you save the most money and align your spending with your life.
Gabe grew up in San Diego, attended Bishop's and went on to graduate from the University of Notre Dame. After 4 years of theater, entrepreneurship, and copious side projects (ask him about building a desk from scratch!) he moved to Raleigh, North Carolina where he lives now. He loves to work on tough problems and could spend hours poring over spreadsheets if his friends didn't remind him to get out of the house once in a while.
Stu first discovered Financial Planning while attending Pamplin College of Business at Virginia Tech. His company, Open Doors FP, helps people with their finances whether it relates to investing, taxes, estate planning, student or general debt management, preparing for college, preparing for retirement, living in retirement, and really anything that requires making a financial decision.
Picture this: you walk into the operating room and your surgeon tells you it's her first operation. You wouldn't be thrilled about that, would you? At Passport, we believe in the value of experience in helping students achieve their goals. Our senior advisors have worked in admissions advising for an average of 16 years. Our junior advisors have worked in admissions advising for an average of 5 years.
It's never too early (well, okay, we know some parents get admissions consulting for their toddlers, so yeah, there is such a thing as TOO EARLY). But seriously, it can't hurt to meet us and ask that question. We would rather tell you to wait a year or two before working with us than to have you sign up too late and for us not to have enough time to make a difference with you.
Yes! It doesn't make sense to us to pay for something up front if you're going to use it over several months or even years. We will even waive the interest if you enroll within two week of your intro meeting!
We deliberately limit the number of students we work with so that: a) we can deliver better service, and b) so we don't get too busy during the busiest times of the admissions calendar.
We meet as often as we need. For our students who are right up against an application deadline, we might meet two to three times per week. For our longer-term students, we might only meet once per month.