The Intersection of Academics & Finance

We are college-funding specialists. We are the resource for parents who want to be coached on how to maximize financial aid and minimize their out of pocket costs.






Our Mission


Our Mission is to coach parents on how to get their student into the right school, for the right degree and to take advantage of any and all financial aid available to make it the right price! Many parents underestimate the amount of time and money it will take to educate their children, and education costs keep rising. College planning has become a retirement issue – let us help you education your child and still retire on time.

Where do you start? Attend our workshop




Meet the Team


Joni Rametta, MBA, CFP®, CKA®

Joni focuses on building relationships with families to help them reach their goals – from planning for college to planning for retirement. College Planning is a Retirement Planning issue! Just as we parents approach retirement, our children are headed off to college. Working together, we can be sure that both are a success.


UPCOMING WORKSHOPS!

Beat the high costs of college - Attend a Workshop to learn more

 

Saturday, February 8th, 2020 - l0AM


Location:

GT Bray Park - Movie Room
5502 33rd Ave Dr. West
Bradenton, FL 34209


Saturday, February 22nd, 2020 - l0AM


Location:

Woodmere Park Blvd.
Venice, FL 34293

   

Saturday, March 7th, 2020 - l0AM


Location:

Foundations Montessori Academy
Science Room
4141 Desoto Rd.
Sarasota, FL 34235


Saturday, March 14th, 2020 - l0AM


Location:

GT Bray Park - Movie Room
5502 33rd Ave Dr. West
Bradenton, FL 34209

   

Saturday, April 4th, 2020 - l0AM


Location:

GT Bray Park - Movie Room
5502 33rd Ave Dr. West
Bradenton, FL 34209


Saturday, April 18th, 2020 - l0AM


Location:

Woodmere Park Blvd.
Venice, FL 34293

                   

Get In Touch

6230 University Pkwy #305,
Sarasota, FL 34240

Get In Touch

Contact our family office located in Lakewood Ranch.