Proper college planning is both an art and a science, balancing the art of helping the student identify and get accepted into the right schools, with the science of funding his/her college costs without sacrificing other key elements of the family's overall financial future.
We look forward to being your trusted partner, helping coach you through every step of the process.
Interest & Aptitude Assessment
Career & College Alignment
College Search Session
Careers - Majors Mapping
Develop Target College List
Find the best academic, social & financial fit
Expected Family Contribution (EFC) Analysis
Recommendations to Reduce EFC
Implement Strategies to Reduce EFC
College Scholarship & Aid Analysis
College Payment Plan
Parallel Retirement Planning
Prepare the FAFSA
Register for & prepare the CSS Profile
Complete Need-based Institutional Forms
Confirm Accuracy of SAR and IRS DRT
Analysis of Financial Aid Awards
Direct the Appeals Process
Guidance on College Loans
College Planning Manual
College Reminder System
60 point checklist, broken down by month-year
Dedicated Team of Professionals
Proprietary Technology Platform
Our prices flex to meet the unique requirements of each year in high school.
15% discount for continuing students and siblings
Laying the foundation for student positioning, we start identifying interests and possible career choices. We map out course selections, extracurricular activities and potential job or internship opportunities. We also get a head start on positioning parents’ financial assets to improve chances of controlling college costs.
Building upon the efforts of Freshman year, we continue to focus on student interests, coursework, and mapping these to potential career assets. Preliminary school selection starts, allowing for early EFC calculations, along with continuing adjustments to parents’ financial positioning.
This is where the heavy lifting starts as we continue to build upon work done in the Freshman and Sophomore years. Test prep is carefully tracked and meetings are more frequent and we start mapping career interests to majors. This helps to solidify a list of best fit colleges and starts adding clarity to family EFC and net college costs.
This is where all the hard work starts to pay off. The final list of best fit schools allows us to tailor application packages based on GPA, test scores, athletic and extracurricular activities, majors and financial criteria. Appropriate forms are filed accurately and on time. School selection and awards packages are carefully compared to help families and student come to a final decision. The final funding plan is delivered and implemented.
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We recognize the enormous amount of time, emotional energy and trust we are asking you to invest with us. Let us show you how we can help.
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