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?
parent on the phone

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

students on lawn

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

$1,499

complimentary consultation for college planning

Schedule a Complimentary Consultation

Click the link below to schedule a free 20-minute consultation to learn about your college funding options.