Partner With Genesis to Help Families Make Smarter College Planning and Funding Decisions

Genesis College Strategies partners with trusted professionals and organizations who serve families making important educational and financial decisions about college. If your clients, members, or employees need clear, practical guidance around college planning and funding, we’d love to explore a partnership.

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A Trusted Resource for the Families You Serve

Families often need more than general advice when it comes to college. They need clear guidance, thoughtful planning, and help understanding the financial side of the process, in particular..

Who we are...

Genesis College Strategies supports families with education, planning, and practical guidance around college planning and funding decisions. Our goal is to help families make informed choices with more clarity and confidence.

Help for your families...

If you serve families who are asking questions about college costs, planning timelines, or funding strategies, Genesis can be a valuable resource to extend your support.

Who We Partner With

The Genesis Referral Partner Program is designed for professionals and organizations that serve families during important planning decisions, including:
  • financial advisors
  • CPAs and tax professionals
  • estate planners
  • employee benefits and HR professionals
  • admissions and academic consultants
  • tutors and test prep companies
  • parent organizations and community groups
  • employers seeking educational resources for employees

Why Partners Work With Genesis

Partners choose Genesis because we aim to reflect well on the professionals and organizations who refer families to us.
With Genesis, your referrals receive:
  • a professional and thoughtful client experience
  • practical education and planning support
  • clear communication and a trusted handoff
  • a resource that complements and builds trust in your relationship with the family
We believe the best partnerships are built on trust, professionalism, and long-term value.

How the Program Works

1. Apply - Complete a short form (below), tell us about your organization and the families you serve.
2. Get Approved - If there is a strong fit, we’ll send onboarding details and your referral information.
3. Refer Families - Refer families through a direct introduction, referral form, or custom partner link.
4. Receive Partner Compensation

Our partners receive compensation for qualified referrals in accordance with program terms.

What Makes Genesis Different

Genesis College Strategies is built around education, planning, and practical guidance.
We do not rely on hype or one-size-fits-all advice. We focus on helping families better understand their options, ask better questions, and make more informed decisions, particularly about the financial side of this complicated process.

That approach helps us build the kind of trust that strong partnerships depend on.

Partner Support

Approved partners receive access to:
  • a simple referral process
  • approved introductory language
  • partner outreach materials/collateral to make it super easy
  • optional co-branded workshop opportunities
  • a dedicated point of contact for questions and coordination

Interested in partnering?

Apply using the form below.

Or, if you’d like to talk first: Schedule a Partner Call

What Happens Next?

After you submit the form, we’ll review your application and reach out to you.

Approved partners receive onboarding details, referral information, and access to partner resources.

FAQ

How do I refer someone?

You can refer families through a direct email introduction, referral form, or your assigned partner link.

Who is a good fit to refer?

Families who are looking for clarity and support around college planning, college costs, and funding-related decisions are often a strong fit.

Do partners receive compensation?

Yes. Approved partners may receive compensation for qualified referrals in accordance with the program terms.

Is this program only for financial professionals?

No. While financial advisors, CPAs, and estate planners are often a strong fit, we also work with educational consultants, organizations, and other trusted professionals who serve families.
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