College Funding and Planning Consultants
are dedicated to helping families
navigate the complex
college planning process.


With our expertise, we help families integrate both paying for college and
saving for retirement in a tax efficient way.
Plus, we assist with school selection, test prep, applications, essays
and even some tutoring and athletic recruiting.

What our clients have to say.

  • College Funding Consultants understands the complexity of the financial aid formula and how it applies to each family. We were surprised to learn how divorce and remarriage impacts financial aid for my daughter. I am thrilled there is someone who can guide us through this process!Kimberly Brewer-Nawn, President, KBN Design Partners, Charlotte Parent
  • We learned important things about the options for using our money in a way that protects our retirement while providing for our children’s education. I highly recommend your services as early as possible in a child’s high school career, to plan effectively for funding college costs whether or not a family qualifies for need based aid.
    Judy and Joe McKenna, Chapel Hill High School Parent
  • We feel like we hit the jackpot finding Amy and College Funding Consultants! She helped us to find ways to manage what we have, utilize the financial aid formula to our benefit, pay for college and save more for our retirement – without costing us much at all. We wish we had started this process when our son was a sophomore or junior in high school instead of waiting until senior year. The process would have been much less stressful!Bob and Sue Duronio, Chapel Hill High School Parents and UNC Professor
  • Thanks for all of your help with the College Financial planning process. Your service allowed us to provide some basic financial information to you and then go on “auto-pilot” through the complex financial aid application process. This was particularly valuable to us since our children applied to multiple schools. As individual requests for specific information came in through different colleges we appreciated your responsiveness and the fact that you helped us quickly address those questions.
    John Krachenfels, Carrboro High Parent
  • I don’t know how to thank you enough!
    Ours was a complicated situation–divorce, multiple businesses, and debts. All your suggestions and guidance were invaluable.
    Having the ability to plan in advance was critical. I’m so pleased to tell you our daughter will receive the maximum student aid for college next year!
    It made a world of difference for us and the benefit far outweighed the cost!
    Sam Taylor, Attorney
  • Just received the first tuition bill! And thanks to you, there was no panic!!
    Catherine Ray, DMD, Cedar Ridge High School Parent
  • I can’t recommend Amy highly enough. With Amy’s direction, Sara was able to get $12,000 /yr in merit aid from one of her top choice schools!
    JoAnna Barnes
  • Most people think advice is expensive. Actually, not having the advice is expensive!
    Jason Smith, PhD
  • What we love about Amy is that she can explain financial decisions in clear terms. She is an incredibly helpful college planner, who, having four children ranging in age from elementary school to college graduate, understands our needs. Her advice reflects not just her knowledge and experience, but our common values as working professionals.
    Drs. Steve Marshall and Anna Waller
  • Pat and Amy are knowledgeable, dynamic speakers and I learned more in their 2 hour session than I have from multiple websites! I highly encourage parents to start their college process with the Collegiate-Pro seminar; 9th grade is a great time to start!Cathy Madigan

Our Experts.

Amy Waheed Picture

Amy Brown Waheed

CFP®, CCFS

read her bio
Cynthia West

Cynthia S. West

Director of College Admission and Tutoring

read her bio

Mary Gratch

Mary Gratch

Orientation Coordinator and School Selection Specialist

read her bio
Rich Tapper

Rich Tapper

Educational Psychologist and Learning Specialist

read his bio
 
John Anderson

John Anderson

Post College Debt Consultant

read his bio
 

Cathy Stonecypher

Administrative Team

read her bio

Reach out to us today.


Not sure if you need our help? Get in touch with our team today to reserve a complimentary, no obligation consultation.
We can discuss where you are with your planning and see if we can help. Don’t wait!

RESERVE A COMPLIMENTARY CONSULTATION

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We bring families the up to date topics they need to be thinking about
as they navigate the college process.