FINDING SOLUTIONS
When it comes to college planning, we know that the process can be overwhelming. It is essential to be aware of your options and make the best decision for your family. Therefore, we offer complimentary initial consultations to familiarize you with our services.
Tier One : For The Do-It-Yourselfer
What do I get?
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An initial one-on-one appointment with one of our professionals
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Access to our college database to conduct your own research
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Access to live Q&A Sessions
Tier Two : One-On-One Professional Guidance
What do I get?
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Tier One plus one-on-one direction through the 6 Critical Steps to Cut the Cost of College

PLANNING

STRATEGY

RESULTS
CONTINUED PERSONALIZED PLANNING SERVICES
We work closely with you to gather all the essential elements necessary for financial
aid and contributions. We pay attention to the details and assess your situation to
ensure that you get all the financial aid you qualify for. Our services often include, but
are not limited to:
● Creating a personalized plan that outlines the path to maximizing financial aid awards.
● Review potential college options based on their average tuition, room and board fees, and financial aid.
● Analyzing your savings, expected contribution level, and other financials.
● Explanation and help with the FAFSA (Free Application for Federal Student Aid).
● Explanation and help with the CSS (College Scholarship Service) Financial Aid PROFILE application.
● Completion of all supplemental forms.
● Interpreting all forthcoming financial aid award notices.
● Answering any of your questions in a timely manner.