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Master the Art of College Planning With A Free Masterclass

Are you worried about how you’re going to afford education costs for your children' Do you feel overwhelmed trying to navigate the complex world of scholarships, financial aid, and student loans' If so…

You’re not alone!

As a parent, these concerns are totally the norm. But they don’t have to keep you up at night. Ann Garcia’s 7-session course is perfect for parents with kids in middle school and high school – and parents in general!

And We’re Offering It To Our Clients Completely For FREE. 

Meet Your Instructor: Ann Garcia, CFP®

Ann Garcia is a mother, money expert, and The College Financial Lady. Over the last decade, she has helped thousands of students and their families save millions of dollars on college and university costs.

Drawing from her experience as a Certified Financial Planner™ (CFP®) and her personal journey navigating her children’s college planning, Ann created the College Financial Plan Masterclass to help parents like you make informed financial decisions about their children’s education.

What Does the Masterclass Cover?

The College Financial Plan Masterclass is designed to guide you through every aspect of the college financial planning process. You’ll learn how to:

Chapter 1) Setting Education Expectations: You need to focus on getting a true value out of your child’s education. You’ll set priorities for your child’s education choices, and shift your education planning mindset from “which college” to “why college.”

Chapter 2) Creating Your College Budget: Budgeting is essential for your education planning. You’ll create a budget that accounts for savings, out-of-pocket spending, scholarships, tax credits, and student loans. You’ll also learn how to have constructive conversations with your kids about the cost of college.

Chapter 3) FAFSA, CSS Profile, and Financial Aid: FAFSA is the first step in securing your financial aid. You’ll be taken through how FAFSA determines your ability to pay for college, techniques that can lower your Expected Family Contribution on your FAFSA and CSS Profile, the key distinctions between your FAFSA and CSS Profile, and additional tips for divorced parents and business owners.

Chapter 4) Scholarships: Virtually all students are eligible to receive some sort of scholarship. You’ll learn how merit scholarships are awarded, how to find external scholarships to apply for, and how to identify schools that are more likely to provide your child with a scholarship. For parents of student-athletes, additional scholarship content will be provided.

Chapter 5) Application Strategies: Applying for colleges should be exciting, not stressful. That’s why you’ll learn how to target schools that make sense financially, academically, and socially. You’ll also learn how to keep track of the most essential information to each of the potential schools.

Chapter 6) Creating a Spending Plan: A spending plan puts your hard-earned dollars to good use and minimizes debt. You’ll be exposed how to leverage collage savings (including 529 accounts), claim education tax credits,

Chapter 7) Navigating Financial Aid Awards: Comparing financial aid awards needs to be made simple. You’ll be exposed to how to decipher award letters, differentiate between gift aid and self-help aid (ex: loans and work-study), calculate and compare the actual cost of college for various institutions, and how to negotiate for further financial aid.

Please Note: All chapters of the Masterclass are self-paced! You can review them (and re-review them) at the schedule that works for you. Additionally, each chapter comes with detailed worksheets to help you map out your family’s education plan. It’s great for parents with kids in middle school and high school – or anyone looking to get ahead on education!

What Are People Saying?

Below are some testimonials from past College Financial Plan Masterclass graduates:

“As a parent with three in college at once, and a high school administrator overseeing the college counseling systems, I feel very knowledgeable about the application and financial aid process. But I knew there were some gaps in my knowledge that could cost me money and my kids opportunities. I learned so much from the course; I was able to strategize and save even more!”

— Vicky Virnich, Colorado

“Ann was great in helping us navigate the maze of hard rules and rules of thumb. The explanations and materials were clear and easy to follow. Can’t thank her enough for helping my family pull together a college plan for our kids.”

— Tom Fry, Colorado

“We came to know Ann via Ron Lieber’s book, The Price You Pay for College. The book’s insight to the overwhelming mind-blowing task of financing your child’s/young adult’s college education was and is illuminating. Mr. Lieber’s introduction of the financial planner Ann Garcia was to become for us the light being turned on in a dimly lit room full of ‘where do we begin and self doubts,’ we immediately found Ann’s site and reached out to her. Ann’s expertise guided us and schooled us in money saving and timely decision making. Without thinking about it we will return to Ann this coming summer to work through year two’s financial challenges because simply put: a peaceful mind is one that rests in sleep at night and that’s a beautiful thing.”

— William Durkin, New York

Get Your Free College Planning Masterclass

For just $299, you can Buy Ann Garcia’s College Financial Plan Masterclass and start saving big time on your children’s education. With expert advice from Ann Garcia, you’ll be well-equipped to help your kids select the right college, lockdown scholarships, and minimize the reliance on student loans.

However, Crafted Finance clients get access for FREE

All you have to do is Email [email protected] and ask for your Masterclass Activation Code. This will give you access to Ann Garcia’s completely for free.

Don’t wait to prepare for your kids’ college. Sign up today and learn how to help your children transition to adulthood without derailing your retirement.

Watch Out For The College Planning Video Podcast

Listen to Joe Wride and Ann Garcia discuss:

  • How to find the best-fit college for your child 
  • How to prepare for college before your kids graduate high school
  • The huge missed opportunity of merit scholarships 
  • Approaching FAFSA, application essays, and scholarships without losing your mind
  • How to actually withdraw from your 529 with no penalties

If you have any questions about your free masterclass or the live college planning video podcast, reach out to us at (650) 336-0598 or schedule a free support call.

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Investment Advisory Services are offered through Crafted Finance, LLC, a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. This advertisement and any documents, files or previous advertisements may contain information that is confidential or legally privileged.  If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited.  If you have received this advertisement in error, please immediately notify the sender by telephone at (650) 336-0598 or return and delete the original advertisements and its attachments without reading or saving in any manner.

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Meet Kingston Hollman, the compliance guru everyone’s been talking about. With a sharp mind for regulatory ins and outs, Kingston is all about keeping businesses on the straight and narrow. That’s why he’s a go-to in the compliance world!

Sporting an MBA under his belt, Kingston’s not just about book smarts. He knows the fine dance between business strategy and staying in line with the rules. And guess what? He’s mastered it. Ensuring companies sail smoothly through the often-stormy waters of compliance is his game.

From the get-go, Kingston’s been crafting top-tier compliance programs, tailored just right for all sorts of industries. It’s his eye for detail and that knack for spotting the little things that make him stand out. He doesn’t just set up a system; he fosters a whole vibe of staying compliant, making sure everyone’s on board.

Jessica Martineau

Client Operations Manager

Jessica is a seasoned professional with a diverse background, bringing a decade of expertise across multiple industries. A proud graduate of SPU, her journey in the professional world is marked by significant accomplishments.

With nearly eight years dedicated to managing projects in the graphics and built environment sectors, Jessica has honed her skills as a meticulous Project Manager. This tenure has instilled in her a knack for thriving within organized structures while fostering robust client relationships, a hallmark of her professional ethos.

Her experience in the Finance industry spans almost a decade, where she has held pivotal roles as Lead Client Operations Manager and Director of Operations. Notably, her FINRA SIE Certification stands as a testament to her commitment to excellence.

Jessica’s strengths lie in cultivating enduring client connections, fueled by her passion for delivering thorough solutions. She finds joy in understanding and engaging with her colleagues, nurturing a cohesive work culture.

As a Pacific Northwest native, Jessica enjoys hiking, camping, and skiing. She loves reading, attending live music, plays, and comedy shows. Always a foodie, she delights in discovering new restaurants and revisiting old favorites, especially if there is a water view.

Most importantly, Jessica’s world revolves around her family—her amazing husband, Lee, and their two great kids. They are her inspiration and the anchor to her life outside of work.

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Now, when it comes to her profession, Dionne’s the real deal. Over 20 years in the game as an Executive Assistant, she’s been the secret ingredient for bigwig C-suite execs. Think of a challenge, and Dionne’s likely tackled it head-on with her unbeatable organizational skills and eagle eye for detail. 

Oh, and did we mention she’s a foodie? Dionne’s taste buds have danced across diverse culinary landscapes, adding a sprinkle of global flavor to her persona. In the world of executive support, she’s a powerhouse, always two steps ahead and ready to make things happen. 

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A proud Finance major from Washington State University, Joe’s got the credentials to back it up as a Chartered Life Underwriter and CERTIFIED FINANCIAL PLANNER™ Professional. Since 2009, he’s been helping individuals, families, and pension plans make sense of their finances. Joe’s even on the board of the Financial Planning Association’s Puget Sound chapter. Check out his LinkedIn profile here.

Joe gets that everyone’s got their own money story. That’s why he’s crafted a unique process to help folks of all stripes manage their finances, whether they’re flying solo, raising a family, or running a company. He’s all about learning and growing to make sure his guidance is just the right fit for his clients.

When he’s not crunching numbers, you’ll find Joe enjoying the Seattle life. He’s into skateboarding at Alki beach, biking, golfing, snowboarding, hiking, and camping. Sports fan? You bet! Joe’s a die-hard supporter of the Cougars, Mariners, Seahawks, and Sonics. But what really matters to him is family time with his wife Jessica, daughter Ocean, and dog Kanga. Joe’s excited to welcome more kiddos into their home through foster care and adoption in the future.

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