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      Details

      Helping you navigate the college planning process.

      General Info

      Accolade Financial, LLC is a local financial advisory firm. What makes Accolade a little different from your general financial advisory firm, is that it specializes in college planning. While their fee-based services offer help with everything from career coaching to financial aid award analysis, the driving theme behind all that they do is cost minimization. After spending several years in the financial industry and seeing the effect of college debt first-hand, Accolade’s founding member (Joshua Bartlett) was introduced to the world of college planning and has made it a primary focus since. Both he and his wife, Bianca, have a scientific educational background and it shows in the approach they use for college cost minimization. College is expensive, but there are very legitimate ways of lowering the potential cost. Accolade Financial uses sound, scientific method to help their clients recognize maximum savings. With college debt having surpassed even credit card debt in this country, there is a dire need for such service. The biggest single challenge in getting high school students and their families this kind of help lies in them knowing that such services even exist.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 207-451-0321

      Address:
      Dover, NH 03820
      Email:

      Link:

      http://www.accoladefinancial.com

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      Category
      Financial Planning Consultants
      Services / Products
      Expected Family Contribution and Financial Analysis Report- know what you will be expected to pay, and available strategies for your family to minimize that cost. Career Coaching- personality assessment and career exploration assistance for students that need assistance with deciding on a major. School Selection- obtain a customized list of best-fit schools to apply to, based on your family's priorities. Application Requirements Tracking- keeps the student on top of specific application requirements for each school being applied to. Forms Filing Assistance- avoid common mistakes and confusion on financial aid forms. Award Analysis and Appeals- we can review your financial aid awards and provide appeals instructions when appropriate. Funding Plan- whether saving for college, or already in college, we'll help your family determine the most efficient way to fund tuition.
      Payment Options
      check
      Location
      We are located in Dover, NH and York, ME by appointment only.
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