Empowering Educational Success for ALL
Everyone deserves a financially viable educational pathway from high school to adulthood.
Welcome to Pathways Planning & Insights! We are a non-profit organization dedicated to helping students and parents understand exactly how to create an educational plan after high school that ensures long-term financial well-being. Our resources, workshops, and expert guidance empower parents and students to make informed decisions and preserve the path to thriving as young adults.
Who Are We?
We are a team of seasoned educators, success coaches, financial planners, innovators, researchers, and non-profit advocates working tirelessly to ensure that every student finds a viable path to adult thriving. With decades of experience between us, we empower every student with the knowledge to find their path and the confidence to make the most of it.
High School Partners
Workshops, Online Tools, and 1-on-1 Support
Our multi-lingual workshops, online calculators and resources, and 1-on-1 support modules teach students and parents how to solve every financial question in planning for education after high school.
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College success isn’t realized unless our students thrive as college graduates, with the financial freedom necessary to pursue whoever they have become. This presentation refocuses the college planning process on the real outcome we all want for our students and lays out how we can ensure that our students accomplish this goal throughout their college search.
Affording College is Easier than You Think
Knowing how the formulas behind the FAFSA and the CSS Profile work, long before it comes time to fill out those forms, can save families tens of thousands of dollars. This presentation tells the strange backstory of the FAFSA (and its “evil” twin, the CSS Profile), how financial aid really works, and how families can ensure that they make the most of the system instead of being taken advantage of by it.
Solving the Mystery of Financial Aid
Pulling back the curtain on the best ways to use scholarships and loans to pay for college means ALL the pros and cons. In addition, this presentation shows how to balance risk, reward, and time to ensure the best possible outcomes, while protecting families from chasing rainbows that evaporate before their eyes or falling for scams that take advantage of their fears.
The Pros and Cons of Loans and Scholarships
If you can get more financial aid just by asking for it, would you? Of course, you would. Yet only a small percentage of families ever ask for a better price. This presentation shows consumers how to successfully navigate the final stage of the college admissions process- the appeal, and to maximize the available leverage to get a positive result.
Their First Offer Doesn't Have to be Your Final Price
Picking a final set of college options from thousands of possible educational institutions is often stressful and VERY overwhelming. This module applies Pathways’ “financial fit first” framework to help your student build a list of colleges that will fit your price range AND set your student on a path to success.
The Financially Fit College List
This module helps students better understand the relationship between their personality, interests, values, and skills- what makes them tick- and career paths that would enable them to live their best life. With constant change being a permanent feature of today’s workplace, this module provides students with a valuable process to apply throughout life.
Focusing your Future
What Parents and Educators are Saying
Generous Sponsors
Our Services
At the intersection of educational planning and financial literacy stands the gateway to successful adulthood. Pathways Planning & Insights enables individuals, businesses, and communities to collectively empower a successful future for each other.
Engaging Workshops
Personalized Support
Professional Development
Community Engagement
Get Involved
How do we fix the financial fiasco that is higher education? One person at a time.
Join us in making a difference through volunteering, donating, or sponsoring a high school.