College Planning
A unique combination of financial Advisor ( Financial Planner) and educational consultant, June not only helps families design the most efficient ways for paying college expenses, including finding scholarship options and applying for them, but she can also illustrate the impact those expenses have on other important financial goals like retirement and financial security. Making even the costliest college affordable is her specialty and she helps families to maximize value and minimize errors in the complex college planning process.
My Story
June has served in the financial services industry since 1998 to provide potential solutions for families to help prepare and pay for higher education. The process of coordinating a family's numerous short- and long-term financial obligations, including college costs, into a cohesive strategy can be the most challenging barrier for college access. June’s goal is to remove that barrier by coaching parents through the college planning process and educating them on the options available to them. Helping parents to fund college expenses without jeopardizing their financial security is her passion and motivation to succeed.
June is passionate about having a conversation with families about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance).
She is a member of the National Association of College Admissions Counseling, a member of the New Jersey Association of College Admissions Counseling, and speaks at national conferences on topics regarding education planning, international education, and college admissions and financial aid for Chinese families. June is also well-versed in assisting families with CCS Profile, used by over 400 schools to determine a student's eligibility for institutional aid, and the Free Application for Federal Student Aid (FAFSA), the main application used to apply for federal or state-supported financial aid for college.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
908-367-7166