SERVICES
STUDENT COUNSELING
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Student Assessment
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Personality Profile Evaluation
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Advanced Search Of Careers, Majors & Studies Based On Specific Student Interests
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Innovative College Search Based On Demographics & Personalized Areas Of Importance
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Personalized Private Student by a college counselor
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Essay support from developing talking points, rough drafts, final edits and submission of all required essays
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Written Report Will Be Provided To The Parent & Advisor Along With A Summary Of The Interview & Recommendations For The Student
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Student will have access to a 20 week SAT/ACT correspondence based test prep program by Method Test Prep, the nation’s leader in online test prep
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Access to our career and majors planning software that has a personality profile test, learning skills test, scholarship search and much, much more
COLLEGE FUNDING STRATEGIES
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Calculate Expected Family Contribution (EFC)
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Provide Planning Recommendations To Reduce EFC
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Provide Financial Aid Award Estimates For An Unlimited Number of Schools, & Recommend Additional Schools To Be Considered
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Provide Recommendations For The Best Way To Pay Your Share Of College Costs
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Provide Tax-Efficient Borrowing Strategies To Help Keep Financial Goals In Line, Along With Cash Flow Strategies for College Years & Beyond
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Provide Complete Financial Overview On College, Taxes, Cash Flow, Retirement & Develop A Plan To Improve Each Area
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Provide Strategies That Legally Protect Your Savings & Retirement Accounts From The Financial Aid Formulas
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Provide Strategies On How To Possibly Use Your Home Equity So That It Helps, Rather Than Hurts, In The Financial Aid Formulas
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Provide Proprietary Tax Scholarship Information
FINANCIAL AID DATA GATHERING & PROCESSING
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College Planning Checklist With All Timelines & Deadlines That Is Updated Electronically & E-Mailed Every Time Something Is Completed &/Or Missing
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Free Bonus – Complete Free Application For Federal Student Aid (FAFSA)
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Register Your Student For The CSS PROFILE
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Complete CSS PROFILE & Walk Families Through All Supporting Documentation
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Complete Any Additional Forms Required By The Individual Schools
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Confirm The Accuracy Of The Student Aid Report (SAR)
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Make Any Necessary Adjustments To The SAR
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Advise and Counsel on Stafford and PLUS Loan Applications
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Provide Protection From Being Overlooked For Grants, Scholarships Or Loans Due To Mistakes In Your Financial Aid Forms
APPEALS
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Spreadsheet Up To 3 Award Letters And Professionally Evaluate If Your Offer Was Fair
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Provide Tested Appeal Letters If You Were Under-Awarded
VALUE ADDED SERVICES
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Provide Easy-To-Use Parent & Student Manuals
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Automatic E-Mails Submitted Monthly To Both Parents & Students On What They Need To Be Doing That Month To Maximize Their College Admissions And Financial Aid Results
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Personalized Financial Aid FAQ Page
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Interactive Online Page For Each Parent / Student
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Provide Parent / Student Feedback On Specific Colleges
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Unlimited Support For Parents & Students
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Bonus Item: Copy Of Our “Student Handbook For Success”
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Bonus Item: Copy Of Our “College Admissions Boot Camp Handbook”
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A One-Stop Shop to Always Have Your Questions Answered With Personalized Contact
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Provide “Peace of Mind”