Financial Planning

Larry Hoffa, CPA Delaware Valley College, BS Past: Revenue Agent, IRS Vietnam Veteran: Purple Heart, Bronze Star, Air Medal Parent of children who graduated from boarding school and private colleges.

IESolutions offers our clients access to expert financial planning for education, which includes a range of services:

General advising, financial planning and forecasting
Parents Financial Statement/FAFSA preparation
Financial Aid renewal assistance

Parents may meet with Mr. Hoffa in person, by phone, or via Skype. Services are billed at $200 per hour and may be paid via Paypal or directly to IESolutions.

IESolutions clients also have access to our online College Affordability Shaper, which allows parents to access both federal (FAFSA) and institutional methodologies to strategically forecast Estimated Family Contribution. This is a valuable tool in understanding in advance what parents may be expected to pay at individual colleges.