Our Services
College Planning
1. Meet with parents and students to:
a. educate families on the college application and admission process; and
b. help the family to determine their educational goals
2. Recommend appropriate colleges to consider
3. Guide you through the financial aid process by helping you determine how much you can expect to pay for college
4. Recommend ethical and legal strategies reducing Expected Family Contribution (EFC)
5. Prepare a college planning report with detailed financial information
College Financial Aid Documents
1. Complete the Free Application for Federal Student Aid (FAFSA)
2. Register the student and complete the CSS Profile
3. Guide you through all supporting documentation
4. Complete additional required forms for colleges the student applies to
5. Review the accuracy of the Student Aid Report (SAR) and make appropriate adjustments
6. Provide advice on PLUS and Stafford loan applications
7. Review, evaluate and confer with college Financial Aid Officers (FAOs) regarding award letters and financial aid packages offered
Personalized Customer Service
1. Provide admission essay tutoring services and review
2. Supply planning checklists
3. Provide up to date information on your financial aid application
4. Question and additional information availability
5. Provide other financial planning services
6. Provide detailed information and guidance through the process to promote peace of mind!
OUR GUARANTEE
We will perform all of the above services in a timely and accurate fashion.
If we fail to meet our commitment to your family, you will receive
a full refund of the fee you paid for our services.