Education Benefits Consultancy

Every dollar
your family
is owed.

We navigate 529 plans, tuition reimbursement, and employer education benefits so you don't leave a single dollar on the table. One conversation changes the whole equation.

$847,293,441

and counting — because every family deserves a plan.

Live · Education Dollars Unlocked
R
Rachel Kim
Parent · Seattle, WA
↑ $23,400 in 529 matching found
M
Marcus Webb
HR Director · Austin, TX
↑ 85% stipend utilization achieved
P
Priya Sharma
Benefits Broker · Chicago, IL
↑ 12 new employer clients added
D
Daniel Okonkwo
Parent · Atlanta, GA
↑ $18,900 in state tax credits claimed
L
Lisa Fernandez
VP People · Denver, CO
↑ 200-employee program launched in 6 weeks
J
James Callahan
Parent · Boston, MA
↑ $31,200 employer match unlocked
A
Aisha Patel
Benefits Consultant · NYC
↑ White-label program, 8 new clients
T
Tom Nguyen
Parent · San Jose, CA
↑ $27,600 in combined benefits identified
R
Rachel Kim
Parent · Seattle, WA
↑ $23,400 in 529 matching found
M
Marcus Webb
HR Director · Austin, TX
↑ 85% stipend utilization achieved
P
Priya Sharma
Benefits Broker · Chicago, IL
↑ 12 new employer clients added
D
Daniel Okonkwo
Parent · Atlanta, GA
↑ $18,900 in state tax credits claimed
L
Lisa Fernandez
VP People · Denver, CO
↑ 200-employee program launched in 6 weeks
J
James Callahan
Parent · Boston, MA
↑ $31,200 employer match unlocked
A
Aisha Patel
Benefits Consultant · NYC
↑ White-label program, 8 new clients
T
Tom Nguyen
Parent · San Jose, CA
↑ $27,600 in combined benefits identified

Youdon'tneedtounderstandeveryrule.Youjustneedsomeonewhodoes.

Who We Serve

One kitchen table.
Three kinds of wins.

Parent and child reviewing college application materials at kitchen table
529 Plans · FAFSA · ESA

Six-figure tuition doesn't have to mean six-figure debt.

You've been saving. You've been hoping. But 529 plan rules, employer matching windows, and state tax deductions are a maze that most families never fully navigate. One consultation typically unlocks $14,000–$28,000 in benefits the family never knew existed.

↑ $21,400 average benefit found per familyStart with a family plan →
HR director presenting education benefits program to a team in a conference room
Stipend Design · Compliance · Rollout

Benefits your employees actually use.

The average employer education benefit goes 62% unclaimed — not because employees don't want it, but because the program is too complex to navigate. We design stipend structures that see 85%+ utilization rates.

↑ 85% utilization vs. industry avg. of 38%Design your program →
White-Label · Specialist Network · Revenue Share

The specialist your clients have been asking for.

Add education benefits consulting to your package without hiring a specialist. We operate as a white-label extension of your team — your brand, our expertise, shared upside.

↑ 40+ broker partnerships · $0 setup costExplore partnership →
Benefits broker shaking hands with a business client after a successful meeting
The Network Effect

One family.
Then a whole district.

When one family unlocks their education benefits, they tell their colleagues. Their HR director calls us. We design a company-wide program. 200 families in a single employer now have funded plans. That's the network effect — and it happens every time.

2,400+
Families served
$847M+
Benefits unlocked
140+
Companies enrolled
Family
Employer
District
Your FamilyThe NguyensThe GarciasThe PatelsThe JohnsonsMeridian HealthApex LogisticsSunrise CreditTerraForm Inc.Westside DistrictNorthfield DistrictEastlake DistrictSouthport District
Scroll to see the network grow↓
The Process

How we find
every dollar.

01

Benefits Audit

Financial advisor reviewing documents with a family at a desk

We spend 45 minutes mapping every education benefit available to you — 529 state deductions, employer matching windows, FAFSA optimization, and tuition reimbursement stacking. Most families discover 3–5 benefits they didn't know existed.

  • 529 plan optimization
  • Employer benefit mapping
  • FAFSA strategy
02

Plan Design

Person writing a structured financial plan with charts and graphs on the table

We build a year-by-year funding plan that coordinates every source — your 529, your employer's tuition assistance, state grants, and tax credits — into a single calendar so nothing falls through the cracks.

  • Year-by-year funding calendar
  • Tax credit stacking
  • Contribution timing strategy
03

Ongoing Navigation

Advisor on a video call reviewing an updated financial plan with a client

Education benefits change — employer programs update, tax laws shift, FAFSA rules evolve. We monitor your plan annually and alert you to new opportunities before deadlines pass. Clients who stay active capture 40% more total benefits.

  • Annual benefits review
  • Deadline alerts
  • Policy change monitoring
Start Your Benefits Audit →
Free Tool

Benefits Gap Calculator

Two fields. Thirty seconds. See exactly how much education funding is sitting unclaimed on your behalf — before you commit to anything.

No account required
Data never sold
Results in 30 seconds
Common Questions

What families ask
before the first call.

How is this different from a financial advisor?
Financial advisors manage investments broadly. We specialize exclusively in education benefits — 529 plans, employer tuition assistance, state grants, FAFSA optimization, and tax credits. Most advisors don't go this deep on education funding specifically, which means most families are leaving a meaningful amount on the table.
How much does a consultation cost?
The initial Benefits Audit is a flat-fee engagement. We'll tell you exactly what we find and what it's worth. If you decide to implement the plan with our ongoing support, that's a separate engagement. Most clients find that the first consultation pays for itself within 60 days.
My employer doesn't offer education benefits — can you still help?
Yes. State 529 tax deductions, federal tax credits (American Opportunity, Lifetime Learning), and FAFSA strategy alone typically unlock $8,000–$22,000 for families who've never optimized. Employer benefits are additive — not the whole picture.
My child is only 4 — is it too early?
It's the best time. 529 compound growth over 14 years is dramatically more powerful than starting at 10. We've helped families set up accounts in an afternoon that will cover 40% of a four-year degree by the time their child enrolls.
We work with brokers — how does white-labeling work?
We operate as a named specialist within your benefits package. Your client sees your brand; we provide the expertise and do the work. Revenue share is negotiated per partnership. Zero setup cost, and we have broker agreements ready to sign within 48 hours of a call.
Aerial view of a school campus with families walking on a sunny morning
Ready to start

The plan exists.
We just have to find it.

Thirty minutes with an Enroll consultant typically surfaces more education funding than most families find in a decade of searching on their own. No commitment. No jargon. Just a plan.