Reach your peak with Plan Higher Ed:
Educational Consulting &
College Funding Strategy
Reach your peak with Plan Higher Ed:
Educational Consulting &
College Funding Strategy
Pay for college without sacrificing your retirement.
If you’re concerned about paying for college and maintaining your retirement savings—or if you’ve been told you make too much money for financial aid—this is for you... Keep reading.
Plan Higher Ed has joined forces with College Funding Secrets.
College Funding Secrets is a game-changing, proven formula that blends student positioning, asset management, and tax strategy. This isn't a cookie-cutter solution. It’s a comprehensive, hands-on approach for families who are ready to learn, implement, and take action.
Lance Morgan is my partner at College Funding Secrets.
He is the GAME CHANGER.
If you want to learn and implement proven strategy - this is for you.
If you want to know why they say that a 529 Plan is NOT the best way to pay for college - this is for you.
If you want to know why the financial aid paperwork came back saying that you don't qualify for more financial aid - this is for you.
Affording college should not be about "scholarship luck."
Affording college is about smart, strategic planning.
Our planning is for people who want a tangible plan - not just advice.
We Are A Team of Experts Ready to Guide You Every Step of the Way
Together, we’ve combined our expertise across multiple fields to offer you unparalleled guidance:
Whether your student is in first grade or their first year of college, our team can help. We don’t just focus on the short-term, we help families build long-term financial security while investing in their children’s education.
This Is Not for Everyone.
We’re serious about helping families who are truly committed to learning and investing in their future. If you’re ready to take action and move forward with a strategy that works, we’re here for you.
However, if you're not ready to make meaningful changes and take control of your financial future, this may not be the right fit.
Click below to get started with us today and learn how our strategies can help you pay for college responsibly, without sacrificing your financial future. Don’t wait until it’s too late—start building your plan today. Time is a resource that you cannot get back.
John Wooden
Attending higher educational institutions is more expensive than ever before and it is time to think "outside the box." Regardless of your financial status, no one looks for a bad investment.
Hi, I'm Julie Balogh.
I am a mom of two teenagers, a professional educational consultant, a college funding strategist, and owner of PlanHigherEd.com, Julie Balogh LLC. With a deep affinity for return on investment, I tend to view planning for higher education as a strategic game of chess rather than a right of passage families must endure.
I help families navigate options, an alphabet of acronyms, financial strategy, and the calendar of tasks along the way. As you embark on what may be the largest investment of your life, please allow me to help make it a bit more manageable.
Educational options are endless, but the ones with a good return on investment (ROI) might require a different perspective, and a bit of strategic planning. Let us help you plan for higher ed - so you can relax a bit during the process and enjoy the journey! Besides, isn't your time best invested elsewhere rather than figuring out the higher ed matrix that we have already mastered?
Manage the tasks of college planning with a daily guided-planner.
A step-by-step set of tasks covering college visits, financial aid, scholarships, college essays, comparison of schools,
navigating appeals, and more.