College Planning & Funding
The college application and financial aid process is more complex than ever. As a result, families stumble into the college years with a great deal of pressure and uncertainty. Many simply apply for aid, wait to see what happens, and hope for the best. Others choose not to apply because they assume they won’t qualify, but that’s not always the case. Sadly, eligible families leave free money on the table every year.
Our College Planning and Funding Services guides families through college aid maze because let’s face it – there’s a lot to know! We help you become informed buyers of a college education by sharing ways to cut the cost, which includes finding schools that offer the most aid, suggesting options to enhance aid eligibility, and identifying colleges that are aligned with your child’s interest and your budget.
We aim to help families get a better idea of what their financial aid picture will look like before it’s too late. The key is aid maximization and it must happen before the forms are ever submitted!
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 provide 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
- Identify factors affecting your SAI and provide suggestions to legally maximize financial aid eligibility, if possible
- 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 3 virtual one-hour strategy sessions 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 7 schools)
- Identify strategies to reduce your SAI, if possible
- Evaluate out-of-pocket expenses
- Share college statistics (i.e., Cost of Attendance (COA), average GPA and test scores, etc.)
- Develop 4-Year College Funding Plan
Price
$750
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 (i.e., Sept)
- 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)
- Guidance with completing the financial aid applications and institutional forms, if required
- Confirm accuracy of the FAFSA Submission Summary (FSS)
- Provide financial aid estimates for schools of interest (merit and need-based aid)
- Evaluate Financial Aid Awards
- Assist in preparing appeal letters, if applicable
- Discuss the student loan application process and provide strategies
Price