H.E.P.P.Y.- Web Based College Funding Solutions Software

Easy to use
Advisors simply answer a few questions about the family and their student and in just minutes this college planning software will:

• Determine the family's college planning "profile"
• Give you talking points and pocket stories for that profile
• Give you strategies that reduce college costs for that profile
• Give you strategies for how that profile can use "other people's money"
• Give you cashflow, tax planning, financial aid,and academic strategies
• Provide an estimate of the savings realized from each strategy
• hand you solutions to that family's problems caused by the high cost of college

What do planners like best about H.E.P.P.Y.? 

• It delivers results in less than 5 minutes!
• It hands you the talking points and strategies for that particular profile as well as an estimate of the savings they might expect 
• It identifies solutions to your clients' college funding concerns by looking at academic, financial aid, cash flow, tax capacity, and saving/investment strategies  
• It gives you a quick, easy and reliable way to determine what results you can provide for a client
• It provides you with talking points that create interest
• It offers case stories and examples for 8 different profiles
• It calculates EFC
• It shows freshman class statistics for over 2,000 colleges
• It includes a college cost calculator
• It includes a tax savings calculator
• It includes cash flow planning software 

Click to View H.E.P.P.Y.

Click to View H.E.P.P.Y EFC Estimator Demo

Click to View H.E.P.P.Y. Cash Flow Software Demo

Click to View H.E.P.P.Y. Tax Savings Software Demo