A free 45-minute session for your clients, members, or employees — taught live, with nothing sold from the stage. They walk out with two numbers on paper.
It's my Two Numbers Workshop — the same 45 minutes I teach to parents, minus the last ten slides where I'd normally talk about my program.
Most parents of a high school junior or senior are about to make the largest purchase of their lives without knowing two things: what their family can actually afford per year, and what the federal formula says colleges expect them to pay. They usually don't learn either number until midway through senior year — which is roughly two years too late to do anything useful about it.
In 45 minutes we build both numbers. On paper, with their own figures. Then we look at the gap between them, because that gap is where every dollar of savings actually lives.
That's it. There's no upsell, no countdown timer, no "special offer for attendees only." If someone asks me in the Q&A what I do for a living, I'll answer honestly and briefly. That's the extent of it.
Three moving parts, and two of them are mine.
Your list, your room, your goodwill. You're the one who brought your people something useful — that's the whole point, and it's why this works for you.
45 minutes live, on Zoom or in person around Seattle, plus 10–15 minutes of Q&A. I've delivered this session many times. You don't prepare anything.
Written down, specific to their family. Not a talk they enjoyed and forgot — a deliverable they'll still have in March when the award letters land.
The common thread isn't your profession — it's that the people you serve have teenagers.
If you're not on that list and the people you serve have kids heading to college, it's still worth a conversation. The list is a starting point, not a fence.
If you need to run this past a compliance officer or a managing partner, here's the page to forward them.
I came to this the hard way — three kids, one born in 2001 and twins in 2004, so I learned most of it while writing the checks myself. Before that, 32 years in enterprise software making complicated systems repeatable.
Families guided through the college funding maze
Saved on college, combined, by the families I worked with on appeals this year
Saved on my own twins — none of it out of our retirement
There isn't one, but here's the honest self-interest: some parents in the room will eventually want help, and a few will come to me. That's the whole model. It only works if the session is genuinely useful on its own, so that's what I optimize for.
Early on, whatever you've got. Ten or more makes it worth an evening for both of us, but I'd rather do a good session for six of your best clients than skip it.
Either. Zoom works fine and most sessions run that way. In person, I'm in Seattle and happy to come to you.
No. Your people stay your people. I close by offering a free 3-minute scorecard — anyone who wants it opts in themselves, and anyone who doesn't, doesn't.
Not from the stage. If someone asks in the Q&A what I do, I'll answer plainly and move on. I've been on the other side of a "free workshop" that turned into a 45-minute infomercial, and I'm not doing that to your people or your name.
Nothing. And to be clear about the other direction too — there's no referral fee, no revenue share, no fine print. If a family you send me becomes a client, that's between me and them.
Tell me who your people are and we'll work out whether this fits. If it doesn't, I'll say so.
The families who get hurt worst by college pricing aren't the ones who can't afford it. They're the ones who could have afforded it, and found out too late which levers they had.
Your clients trust you. A 45-minute session is a small thing to hand them, and it lands at exactly the moment they need it.
Let's find a dateDon't walk this path alone.
