List of Services

College Financial Aid Planning Service Guarantee

We guarantee to perform the following services on time and accurately.  We guarantee to put our expertise to work for you, so you don’t have to become a college-funding expert.  These items will be done in a timely manner as dictated by your child’s year of graduation and the individual college’s deadlines, and will depend on your cooperation as needed.

  1. Student Positioning Assessment
    • Personality Profile Evaluations
    • Advanced Search of Careers, Majors & Studies Based On Specific Interests of Student
    • Innovative College Search Based On Demographics & Personalized Areas of Importance
  2. Personalized Private Student Interview-Designed By a PhD, and M.I.T. Graduate & Former University Professor Extremely Knowledgeable About Admissions Practices
    • The interview will be conducted by a NACAC Certified Counselor-many who were previously Admissions Officers at Major Universities Across the Country
    • Written Report Will Be Provided To Parent & Advisor Along With A Summary Of The Interview & Recommendations For the Student
  3. Calculate Expected Family Contribution (EFC)
  4. Provide Planning Recommendations to Reduce EFC
  5. Provide Financial Aid Award Estimates For An Unlimited Number of Schools, & Recommend Additional Schools To Be Considered
  6. Provide Recommendations For The Best Way To Pay Your Share Of College Costs
  7. Provide Tax-Efficient Borrowing Strategies To Help Keep Financial Goals In Line, Along With Cash Flow Strategies for College Years & Beyond
  8. Provide Complete Financial Overview On College, Taxes, Cash Flow, and Retirment, & Develop A Plan To Improve Each Area
  9. Provide Strategies That Legally Protect Your Savings & Retirement Accounts From The Financial Aid Formulas
  10. Provide Strategies On How To Possibly Use Your Home Equity So That it Helps, Rather Than Hurts, In The Financial Aid Formulas
  11. Provide Proprietary Tax Scholarship Information
  12. College Planning Checklist With All Timelines & Deadlines That is Updated Electronically & E0Miled Every Time Something is Completed and/or Missing
  13. Complete Free Application for Federal Student Aid (FAFSA)
  14. Register your Student for the CSS/Profile-if applicable
  15. Complete CSS/Profile and all Supporting Paperwork-if applicable
  16. Complete any Additional Forms Required by the Individual Schools-if applicable
  17. Confirm the Accuracy of the Student Aid Report
  18. Make any necessary adjustments to SAR
  19. Advise and Counsel on Stafford Loan Applications and PLUS Loan Applications
  20. Provide Protection From Being Overlooked For Grants, Scholarships Or Loans Due To Mistakes In Your Financial Aid Forms
  21. Spreadsheet Up To 3 Award Letters and Professionally Evaluate if Your Offer Was Fair
  22. Provide Tested Negotiation Letters if you were Under-Awarded
  23. Sponsor “Client-Only” Teleconferences Throughout the Year For Parents & Students on Topics Ranging From Essay Writing to Admission Tips
  24. Provide Easy-To-Use Parent & Student Manuals
  25. Provide a Monthly Newsletter To Parents & Students To Keep Them Updated On Everything They Need To Be Aware Of Along The Way
  26. Provide a College Funding “Tip of The Week”
  27. Provide Monthly E-Mails to Both Parents & Students On What They Need To Be Doing To Maximize Their College Admissions & Financial Aid Results
  28. Provide Parent/Student Feedback on Specific Colleges
  29. Personalized Financial Aid FAQ Page
  30. Interactive Online Page For Each Parent/Student
  31. Unlimited Support for Parents & Students
  32. Bonus Item:  Copy Of Our “Student Handbook for Success
  33. Bonus Item:  Copy of Our “College Admissions Boot Camp Handbook
  34. A One-Stop Shop To Always Be Able To Have Your Questions Answered
  35. Provide “Peace of Mind” Throughout The College Admissions Process!

Our Full College Financial Aid Planning Program covers all 4 years of undergraduate schooling.  We charge a flat fee for our services, so we do not charge by the hour, and there are no hidden fees involved.

Your consultant will be happy to discuss in more detail our services, fees, and available payment options after your initial consultation, should you desire membership in our program.


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