College Planning Services
Data Verification
Parents complete Data Verification with one of our financial aid experts to share and verify the accuracy of all financial data to be used on all financial aid applications.
Financial & Merit Aid
We assist in the completion of the FAFSA and CSS Profile forms to determine what the family is expected to pay for the student’s College education and what they are likely to receive in the form of grants.
Other Scholarships
Provides unlimited access to an extensive collection of scholarship opportunities. The family’s personalized portal provides an organized way to search by keyword, organize opportunities and apply. Students save time by targeting scholarships unique to their talents and specific criteria. Scholarships are researched and updated regularly to ensure maximum access to all education dollars available to you.
College Loan Strategy
A Certified Student Loan Professional (CSLP®) will educate you on the types of loans available to fill in any gaps you might have between the money saved and the cost of admission. They will help develop a strategy to minimize the repayment amount and maximize the amount forgiven.
Cashflow Strategy and Data Tracking
A cashflow strategy will be developed on how to pay the cost of College and a Cashflow report will be produced that will show the costs and payments over each of the 4 years of College.
You will also be able to keep track of your various school and financial aid applications. You will be able to easily keep track of the status of your applications and manage deadlines.
Award Letters Analysis
Award letters are uploaded into the portal for tracking and analysis. Each award letter is compared to the college’s historical averages for need aid and merit scholarships. Families create a comparison report to determine their net costs per year with and without student loans and make their final decisions.
Appeal Support
The award analysis shows when it is appropriate to appeal a college’s offer. When an appeal is deemed appropriate, we will consult with the parents on the type and timing of the appeal, the college’s appeal process, and draft an appeal letter for the family to submit to the college.
Save on the Cost of College
The award analysis shows when it is appropriate to appeal a college’s offer. When an appeal is deemed appropriate, we will consult with the parents on the type and timing of the appeal, the college’s appeal process, and draft an appeal letter for the family to submit to the college.
Focusing on Financial Aid & Scholarships and Cashflow Strategies using College Aid Pro™ a state-of-the-art college funding tool. It has cost analysis and planning tools, along with reports and a client portal, that are available with the click of a button.
College Funding Services and Pricing
College Funding Services
We help you navigate the 2nd largest financial decision you will make in your lifetime and produce a strategy so that you can find a College that is a good fit for your student at a price the family can afford.
We provide 3 services: Positioning, Funding and Concierge
The Concierge service combines all the services described in Student Positioning followed by all the services described in College Funding
Student Positioning Service
The Student Positioning Service focuses on the college search and admissions side for college-bound high school students and their parent(s).
We use a team approach engaging the student and parent to successfully navigate the complexities of the college planning process.
College Funding Service
The College Funding Service focuses on the money side for college-bound high school students and their parent(s).
We work with you to come up with a strategy to fund your student’s college education, maximizing Government and College aid, incorporating money already saved and if there is a College cost gap, how to use student loans to optimally fill it.
