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How We Help

As part of our commitment to assist clients in navigating the complexities of daily financial decisions, we provide comprehensive late-stage college planning services for parents with children preparing to attend college soon. Our primary focus is on families with college-bound students who are sophomores to seniors in high school. Our services aim to ease the burden of college planning and ensure financial readiness.

  1. Identify the best schools for your child that align with their interests and your budget. We conduct in-depth research and provide personalized recommendations for schools that meet both academic and financial criteria (Tip: Opting for a less expensive school might sometimes result in higher overall costs due to factors like location and living expenses!)

  2. Assist you in securing the largest financial aid package possible. We analyze your financial situation and explore all available aid options, including scholarships, grants, and loans, to maximize your support (Tip: Owning a home or having a high income does not automatically disqualify your child from receiving aid!)

  3. Support you throughout the college and financial aid application process. Our team offers hands-on guidance to ensure every form is completed accurately and submitted on time, minimizing the risk of errors (Tip: Over 70% of financial aid forms contain mistakes that could lead to thousands of dollars in lost aid!)

  4. Supply you with a detailed college planning checklist and timeline for completing essential steps. This ensures that you are aware of all deadlines and requirements, helping you maximize financial aid eligibility and avoid last-minute stress.

  5. Teach you how to manage any out-of-pocket college expenses in the most efficient and tax-advantaged way. We provide strategies for covering costs without affecting your lifestyle or retirement plans, even if you don’t qualify for aid or have a high SAI. Our guidance includes exploring tax credits, savings plans, and budgeting techniques to make college expenses more manageable.

Learn more about the Midwest College Planning team
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