Educational Services Directory Listing

Luanne Lee

As Your College Planning Coach, I specialize in helping busy working families who don't have the time to research all of the steps needed in today's complex, ever-changing and time-consuming process of sending your child to college without breaking the bank. The college landscape had changed immensely from when you went to college. Gone are the days where good students were showered with scholarships, and you could work a summer job to manage the rest of the cost. A college education has become the 2nd most expensive major purchase decision for a family today. It would be best if you went into this purchase decision with a solid plan for success.
I use a 2 step approach to this college planning "puzzle" to help your child graduate in 4 years with a degree that starts them with a career they will flourish in. If you miss a piece of the puzzle, it doesn't mean your child won't go to college, but at what cost? My system will help your child implement a well thought out strategic plan of finding a growing career path they will flourish in, find the college major to support that field, find the colleges that support the major but also want your student enough to award substantial merit scholarships, no matter what your income level. Step 2 is working with parents to implement strategic savings and paying for college without jeopardizing your lifetime or retirement savings. I teach you to remove the emotion and look at college as what it has truly become, a business decision and a major life purchase.

About Me

Luanne has undergone extensive licensing and training as a Certified College Planning Specialist and for the past 15+ years has devoted her financial services practice to providing financial education and efficient solutions to families.

In 1973, Luanne graduated from Dartmouth HS, Dartmouth, Massachusetts. She followed her heart to attend Western Michigan University in Kalamazoo, MI with her then boyfriend Jim Lee. Jim and Luanne married in September 1975. They have 2 grown children, 3 beautiful grandchildren, 3 dogs, 2 cats,1 grand-dog and have been living on a very peaceful 12.5 acre property in Broad Run, VA for the past 27 years. One day the plan is to have a horse or two, since they believe horses and grandkids go together like peanut butter and jelly!

What made Luanne decide on a career in financial services? Her kids were almost grown and it was time for her to focus on a career outside of the home. Her financial advisor had always been so helpful. Luanne wanted to do something where she could make an impact to help families and feel good about what she did everyday and so she began her career in Financial Services in 1996.

Sometime around 2004 Luanne decided to focus on the specialty of College Planning and Funding when she saw how student loan debt was hampering so many parents and students from reaching their retirement goals. Little did she know at the time just how specialized college planning was!

Luanne has undergone extensive licensing and training as a College Financial Planning Specialist and for the past 15+ years has devoted her practice to providing financial education and efficient solutions to families maneuvering through the complex process of planning and funding for college without jeopardizing their retirement goals.