CONTACT CFS
CFS provides web-based college planning software to NAPFA members through discounted software licensing options.
Read the latest third party review of the CFS college planning software
- Access into the premier web-based college planning software. Become a "virtual" college planning expert and help your clients save FOR and ON the cost of college.
- Data Integration with leading financial planning software (MoneyGuidePro & Money Tree).
- Editable client reports. Use the CFS generated reports as a client deliverable.
- Optional branded college planning website: see example
- Easy integration into existing advisor website: see example
- Immediate results. Think TurboTax® Online for college planning.
- Increase your income. Enhanced capability means new marketing and income opportunities.
- Add-on services to expand your capability and market your business.
Sample reports: FINRA reviewed report output!
Sample A: This sample report reflects a client that is likely to qualify for need-based financial aid at the school in question. This is the test case for the CFS article in the September 2010 issue of the NAPFA Advisor magazine. Read article- Sample B: This sample report reflects a client that is not likely to qualify for any need-based financial aid
Additional services from CFS to help you succeed in college planning:
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Turnkey prospecting system for attracting qualified prospects into your business! Expertise without clients leads to failure! Expertise AND qualified prospects yields success! With CFS, you have PREMIER college planning capability AND the means to attract qualified prospects! Learn More |
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Client Care Center for comprehensive college admissions and financial aid services for your clients. Learn More |
Advisor Testimonials: (roll over testimonial to stop scrolling)
"As a fee-only advisor my clients expect and deserve comprehensive financial planning with the highest level of competency in a fiduciary relationship that places their interest above all others..
For these reasons, CFS' services are an excellent fit for me as a fee-only advisor. CFS helps me fulfill my commitment and exceed my clients' expectations. I deliver unsurpassed college planning and funding expertise that empowers my clients to make smart, informed, college planning and funding decisions that will help them achieve a better college funding AND retirement savings outcome.
In addition, the CFS Prospecting System has helped grow my practice with new clients and yields a steady stream of inquiries from prospective clients.
Today, with the high cost of a college education and the impact of college funding on retirement planning, a full service financial planning firm must deliver comprehensive college planning services beyond just savings strategies.
In my judgment, CFS is the premier college planning service provider for the fee-only advisor."
Brian Terry CFP®, MBA
A NAPFA Registered Financial Advisor
Cornerstone Financial Planners, LLC
"I use the service to strengthen the relationships I have with my current clients. The body of knowledge I access through CFS helps me offer more comprehensive and competent financial planning advice. When my clients and I review a Financial Aid Report together, I know we are taking the right steps to optimize their spending on college. So far, feedback from my clients has been very positive, including introductions to friends and family who deserve the comprehensive financial planning services CFS supports me in offering."
David J. O'Brien, MBA, AIF®, CFP®
O'Brien Financial Planning
"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning
For these reasons, CFS' services are an excellent fit for me as a fee-only advisor. CFS helps me fulfill my commitment and exceed my clients' expectations. I deliver unsurpassed college planning and funding expertise that empowers my clients to make smart, informed, college planning and funding decisions that will help them achieve a better college funding AND retirement savings outcome.
In addition, the CFS Prospecting System has helped grow my practice with new clients and yields a steady stream of inquiries from prospective clients.
Today, with the high cost of a college education and the impact of college funding on retirement planning, a full service financial planning firm must deliver comprehensive college planning services beyond just savings strategies.
In my judgment, CFS is the premier college planning service provider for the fee-only advisor."
Brian Terry CFP®, MBA
A NAPFA Registered Financial Advisor
Cornerstone Financial Planners, LLC
"I use the service to strengthen the relationships I have with my current clients. The body of knowledge I access through CFS helps me offer more comprehensive and competent financial planning advice. When my clients and I review a Financial Aid Report together, I know we are taking the right steps to optimize their spending on college. So far, feedback from my clients has been very positive, including introductions to friends and family who deserve the comprehensive financial planning services CFS supports me in offering."
David J. O'Brien, MBA, AIF®, CFP®
O'Brien Financial Planning
"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning