“Three short months and success beyond our wildest expectations!”

Dear Mr. Blumenthal:

My wife and I had serious concerns about the formidable task of getting our daughter through the college application process and financing her education. Several months back now, her high school sent home a notice about how to register for one of Mr. Weingold’s webinars. We watched and listened and became more firmly convinced that we were about to enter some very deep water. What we truly appreciated in taking the first step with CPN was its promise to tell us honestly whether the use of its services would be beneficial to us. Are we every glad it decided that it would be.

Our encounter with Rob, who helped us to determine whether CPN was right for us was a very rewarding experience. With the colleges my daughter is considering, Rob showed how, depending on our demonstrable family need, it could cost less to send our daughter to Tufts (MA) than Marquette (WI). Eye opening. Rob helped us realize that our task would be to best position ourselves to have as low a family contribution as possible and that with CPN’s help we would likely be able to achieve that objective.

Enter Gordy. He took our information and almost instantaneously developed a plan that could end up saving us as much as $7,000 per year, if not more. His plan, at least to us, was sheer genius. It reduces our family contribution, provides a vehicle for funding our daughter’s education, increases the potential for merit based aid and protects our asset. Holy Cow!

You have very capable individuals in Rob and Gordy and we are blessed to have the privilege of benefiting from their talents. Please know that we are very pleased with our CPN experience (and our daughter isn’t even in college yet) and can’t imagine how things could be any better. We are so pleased, in fact, that we are recommending your firm’s services to other families that we know – who will have the advantage of getting your help, if they are smart enough to so elect, before their son or daughter is a senior.

Three short months and success beyond our wildest expectations! Thank you very much.

Very truly yours,

Mark K.