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!

Do you want to know:

What is my Student Aid Index (SAI) (formally known as the Expected Family Contribution or EFC)?

How much financial aid can we expect?
What merit-based scholarships is my child eligible for and what are the requirements?

For those looking to get a head start on learning how to potentially increase their child’s financial aid eligibility
Ideal for Freshmen, Sophomores 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 5 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

For those that want to get a better idea of their family’s financial aid picture
Ideal for Juniors

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 10 schools)
Evaluate out-of-pocket expenses
Share college statistics for your schools of interest
Develop a 4-Year College Funding Plan

Caution: Do not borrow/take out loans or start paying for college without having a plan in place!

Price

For those that want assistance with the financial aid applications, financial aid awards, appeals, and student loans
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