Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings. 

Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

Please contact us if you have any questions

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The next step is to onboard with College Aid Pro, our financial planning tool.

Please look for an email from us with our onboarding guide and two links:
One to onboard with College Aid Pro and the other one to schedule your 30 minute one-on-one video coaching session.

If you have not received your onboarding email within 15 minutes, please contact us.

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Fill out this form to get started and we will email you a planning agreement and payment information.

If you’re inquiring about a sibling group (i.e. twins), please email us instead.