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

Thank you!

Your payment was successful

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.

Sign Up For

COLLEGE MONEY MATCH

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.