College Funding &
Financial Aid services
While your student plans for their “dream school,” you don’t want to turn your finances into a nightmare. We’ve got you covered. We work together with you as a team to reduce costs, ease stress, and eliminate costly mistakes.
*Devise strategies to pay your share of college costs
*Keep your estimated family contribution down
*Maximize your eligibility for financial aid
*Create a workable financial plan
*Provide confidence in your retirement strategies
*Review your financial aid forms
*Eliminate costly mistakes
Optimize your chances for financial aid
*Professionally evaluate aid estimates & awards
*Assist with appeal letters if necessary
Research and Guidance
We help guide your family through the complex college planning process. From establishing a college savings account, to sorting through schools based on specific criteria, to a premier program covering admissions, applications, and mentoring, we offer solutions to help create a workable college plan that creates a roadmap to success without jeopardizing retirement.
*Financial planning advice for affording college without jeopardizing retirement
*Interactive portal for college search
*Consistent notifications, timelines, and to-do lists to ensure you and your student stay on track and meet deadlines
*College and financial coaching
*Step-by-step guide to financial aid, as well as FAFSA and CSS Profile assistance
*Secure upload of required personal and financial documents
*A one-on-one meeting to develop a viable college list, or to discuss any other admissions and application topics
Student Services
There are many facets to the college search and admissions process.
Our College Aid portal provides helpful tools, resources, and the latest news on college applications and admissions, including:
Federal and Institutional SAI calculations
Chance of enrollment analysis
Affordability profile by school
Roadmap for success
Checklists for deadlines and applications
Printable resources