skip to Main Content

Navigating the College Financial Planning Process

Mission and Motivation

BEEN THERE, DONE THAT

I founded my company to become the resource I wish I’d had as my twins entered high school.

Education has been a game changer for me, and I wanted that for my children, Brennan and Shannon. When the twins hit high school, the thought of paying well into 5-figures each for college was daunting.

So I jumped in head first, to build understanding of how the college system works and where we would fit as a family at different colleges that my kids were researching.

I have made it my mission to share my approach to help families find the best financial fit college for your kids and maximize discounts available on the overall cost of college.

Mission and Motivation

BEEN THERE, DONE THAT

I founded my company to become the resource I wish I’d had as my twins entered high school.

Education has been a game changer for me, and I wanted that for my children, Brennan and Shannon. When the twins hit high school, the thought of paying well into 5-figures each for college was daunting.

So I jumped in head first, to build understanding of how the college system works and where we would fit as a family at different colleges that my kids were researching.

I have made it my mission to share my approach to help families find the best financial fit college for your kids and maximize discounts available on the overall cost of college.

Proprietary Process

On any journey, having a knowledgeable guide can minimize obstacles and help you safely arrive with a better understanding of your destination.

I created my proprietary process, Journey To College Made Easy, to guide parents so they understand each step and are prepared to make the decisions required along the way.

Knowledge truly is Power along this path. As you become an informed consumer, you can better guide your child to build their college list considering affordability as a critical criterion. You can gain significant discounts on the cost of college. And the end result is a happy kid who has a list of prospective schools that are a good personal, academic and FINANCIAL fit!

Pay Less for College

Pay Less for College

Colleges are providing significant discounts off their “sticker price.” In order to receive these discounts, you must understand how this discounting works and what planning opportunities and strategies your family has.

Freshman/Sophomore/Junior/First Semester Senior year

Forms & Figures

Forms & Figures

Now that you understand financial aid and where your family ‘fits,’ it’s time to submit financial aid forms – completely and correctly to maximize discounts on the cost of college for your family.

Beginning in October of Senior year

You're In!

You're In!

Once accepted, let’s look at your financial aid offers. There can be more discount and greater assistance to secure. You will analyze financial aid award letters and develop strategies to secure additional aid. Knowing the right way to conduct this outreach can mean thousands of dollars for your family.

January through April of Senior year

Your Adventure Awaits!

Your Adventure Awaits!

Bringing it all together to create your unique best strategy to pay for college. This includes identifying optimal asset, income, & tax strategies, evaluating & selecting loan options, creating a distribution strategy for your savings & investment accounts, coordinating contributions from outside funding sources, and more.

Spring/Summer before College Freshman year 

Peg Keogh

About Peg

Peg Keough, founder of Way to the Quad, is a Mom who understands the ups and downs of the journey. She is a seasoned college financial planner who specializes in working with parents who have college bound high school kids. Through her guidance parents take a proactive role in creating a comprehensive college funding plan to maximize financial aid and discounts on the cost of college.

“I couldn’t have navigated this process without you, Peg. By having you as a source of information and support for me, I was able to guide my son through this process of exploring and then deciding. It’s been great. Hard, but with very little excess anxiety, for which I’m grateful, especially when I hear other parents describe some of their angst. It was an added bonus that the appeal process that you guided us through produced an additional $17,500 of aid per year.”
-Bonnie

Back To Top