Our Services.
Strategic Approach for Funding College - $500 (One Time Payment)
Review client’s financial picture and come up with a solution to pay for college. Develop a long term solution to pay for college for all years and all children.
Includes:
Calculate Expected Family Contribution (EFC)
Provide strategies to reduce EFC
Strategic suggestions to pay your share of college costs
Review all financial aid awards vs. data points to ensure fair award and counsel on appeal options and strategies
Provide tax-efficient borrowing strategies to help keep financial goals in line, along with cash flow strategies for college years & beyond
Suggest strategies on how to possibly use your home equity so that it helps, rather than hurts, in the Financial Aid Formulas
Coordinate college strategies with longer term objectives
Forms Only - $250 (FAFSA or CSS Profile only), $450 (FAFSA & CSS Profile)
Complete and submit FAFSA and/or CSS Profile forms.
Includes:
Assist parents to register for FSA IDs
Review previously submitted FAFSA if applicable
Complete Free Application for Federal Student Aid (FAFSA)
Register your student for the CSS Profile
Complete CSS Profile
Complete any additional forms required by the individual schools
Make any necessary adjustments to the SAR, update with completed taxes
Provide protection from being overlooked for Grants, Scholarships or Loans due to mistakes in your Financial Aid forms
Comprehensive Package - $3500
This package includes the following services regarding assistance for the student and family during the college application process:
Includes:
Creation of a balanced college list using a College Choice Survey tool; Likely, Target and Reach schools will be selected together as a team
Provide resources to encourage Summer Camps, Internship Opportunities as well as Volunteer Placement
Provide insight on possible academic areas of concentration or possible majors to pursue, with the help of aptitude testing results
Development of unique 650 word Personal Statement that is required for all applications; from brainstorming, drafting and editing to the final product
Development of a personal resume including coursework, leadership opportunities, volunteer, athletic and school involvement to be used for Letters of Recommendation as well as the Activities section on the Common App
Creation of individual Supplemental Essays that are required by some universities and colleges
Unlimited meetings with Counselor via phone, text, Zoom, in person or FaceTime
Unlimited editing of all written work through shared Google documents
Once a signed contract has been agreed upon by both parties, the student and family will be supervised throughout the application process until they have decided where to enroll as a freshman the following fall.
Appeals - $350
Review awards letters and draft appeals for up to 3 schools.
Includes:
Review up to 3 Award Letters and professionally evaluate if your offer was fair
Provide tested appeal letters if you were under-awarded