College
TODAY, A FAMILY CAN EXCEED $250,000 IN COLLEGE COSTS - FOR ONE CHILD!
You should expect more than simplistic one-size-fits-all savings strategies. With us, you can expect more and we will deliver more!
Our Process
Do you want to know:
- What is my Student Aid Index (SAI) (formally known as the Expected Family Contribution or EFC)?
- Are we candidates for financial aid?
- How much financial aid can we expect?
- What merit-based scholarships is my child eligible for and what are the requirements?
Descriptions & Fees
The kickstarter
- For those looking to get a head start on learning how to potentially increase their child’s financial aid eligibility before their base year
- Ideal for Freshmen (in 9th grade) and Middle Schoolers
This platform consists of a virtual one-hour strategy session that provides the following services:
- Review of your income, assets, and your child’s academic profile
- Calculate your preliminary Student Aid Index (SAI)
- Determine if you are candidates for financial aid/Provide preliminary financial aid estimates for schools of interest (merit and need-based aid, maximum of 3 schools)
- Identify factors affecting your SAI and provide suggestions to maximize financial aid eligibility, if possible
- Provide recommendations on the most efficient ways to save and pay for college
Price
$399
The Deeper Dive
- For those that want to get a better idea of their family’s financial aid picture before submitting the financial aid applications
- Ideal for Rising Seniors/Seniors (12th grade)
This platform consists of one virtual 1.5 hour strategy session that provide the following services:
- Review of your income, assets, and your child’s academic profile
- Calculate your Student Aid Index (SAI)
- Provide financial aid estimates for schools of interest (merit and need-based aid, maximum of 5 schools)
- Evaluate out-of-pocket expenses
- Share college statistics for your schools of interest (maximum of 5 schools)
- Develop a 4-Year College Funding Plan (maximum of 5 schools)
Caution: Do not borrow/take out loans or start paying for college without having a plan in place!
Price
$599
The Master Plan
- For those that want assistance with the financial aid applications, financial aid awards, appeals, and student loans at the start of the college application season
- Ideal for Seniors
This platform consists of virtual one-hour strategy sessions (average 8-10) that provide the following services:
- Review of your income, assets, and your child’s academic profile
- Calculate your Student Aid Index (SAI)
- Provide financial aid estimates for schools of interest (merit and need-based aid)
- Guidance with completing the financial aid applications
- Confirm accuracy of the FAFSA Submission Summary (FSS)
- Evaluate Financial Aid Awards
- Assist in preparing appeal letters, if applicable
- Discuss the student loan application process and provide strategies
Price