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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?

  • An initial one-on-one appointment with one of our professionals

  • Access to our college database to conduct your own research

  • Access to live Q&A Sessions

Tier Two : One-On-One Professional Guidance

What do I get?

  • Tier One plus one-on-one direction through the 6 Critical Steps to Cut the Cost of College

INTRODUCTORY CONSULTATIONS

To schedule a free consultation, fill out the online form here.

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.

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