Success Stories
High EFC Case Study 1 – Total Savings $125,552
- Olivia
- Science Degree
- SAT 1960
- Considered 15 colleges nationwide, applied to 9
- Family income approximately $91,000
- $60,000 taxable investments, $32,000 UGMAs, $150,000 home equity
- 4 members in family, 1 student in college
- Initial EFC approximately $31,000
- Final EFC approximately $19,000
Results
- Student attending SMU
- Cost of Attendance - $44,309
- Expected Family Contribution - $19,000
- Financial Aid Eligibility - $25,309
- Financial Aid Award – $31,388
- $22,888 Hunt Scholarship
- $5,000 Honors Award
- $3,500 Stafford Loan
- Net Out of Pocket College Expenses - $12,921 per year
- Savings over 4 years - $125,552
High EFC Case Study 2 – Total
Savings $42,000
- Stephen
- Sociology Major
- Sat 1690
- Considered 15 colleges nationwide, applied to 4
- Family income approximately $140,000
- $15,500 529 College Savings Plan, $15,500 UGMAs, $85,000 home equity
- 4 members in family, 1 student in college
- Initial EFC approximately $48,100
- Final EFC approximately $45,030
Results
- Student attending St. Edwards University
- Cost of Attendance - $25,500
- Expected Family Contribution - $45,030
- Financial Aid Eligibility - $0
- Financial Aid Award – $10,500
- $7,000 Presidential Award
- $3,500 Stafford Loan
- Net Out of Pocket College Expenses - $15,000 per year
- Savings over 4 years - $42,000
High EFC Case Study 3 – Total
Savings $78,000
- Harrison
- Major Pre-med
- SAT 1940
- Considered 22 colleges nationwide, applied to 10
- Family income approximately $128,913
- $65,000 home equity, $30,000 taxable investments, $108,000 UGMAs
- 4 members in family, 1 student in college
- Initial EFC approximately $64,366
- Final EFC approximately $46,426
Results
- Student attending Schreiner
- Cost of Attendance - $45,500
- Expected Family Contribution - $46,426
- Financial Aid Eligibility - $0
- Financial Aid Award – $19,500
- $10,000 Schreiner Award
- $3,500 Stafford Loan
- Net Out of Pocket College Expenses - $26,000 per year
- Savings over 4 years - $78,000
Mid Level EFC Case Study 4 – Total Savings
$98,000
- Zach
- Computer Science Major
- SAT 1590
- Initially considered 6 colleges in Oregon, applied to 5 in Western States
- Family income approximately $88,000
- $117,000 home equity, $12,000 UGMAs
- 2 members in family, 1 student in college
- Initial EFC approximately $21,670
- Final EFC approximately $17,139
Results
- Student attending University of Portland
- Cost of Attendance - $37,040
- Expected Family Contribution - $17,139
- Financial Aid Eligibility - $19,901
- Financial Aid Award – $24,500
- $17,000 President’s Scholarship
- $3,500 Stafford Loan
- $4,000 PLUS Loan
- Net Out of Pocket College Expenses - $20,040 per year
- Savings over 4 years - $98,000
Mid Level EFC Case Study 5 – Total
Savings $44,220
- Will
- Geology Major
- Sat 830/1500
- Initially considered 12 colleges in nationwide, applied to 5 in Western States
- Family income approximately $77,500
- $85,000 home equity, $23,000 taxable investments, $5200 in 529 College Savings
Account
- 2 members in family, 1 student in college
- Initial EFC approximately $24,000
- Final EFC approximately $14,000
Results
- Student attending University of Wyoming
- Cost of Attendance - $21,958
- Expected Family Contribution - $14,000
- Financial Aid Eligibility - $7,958
- Financial Aid Award – $11,055
- $5,130 WUE Scholarship
- $2,625 Stafford Loan
- $1,500 Perkins Loan
- $1,800 Work Study
- Net Out of Pocket College Expenses - $10,903 per year
- Savings over 4 years - $44,220
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Upcoming Seminars
Medford Dates-
7/8 & 7/11
8/5 & 8/9
9/2 & 9/6
9/30 & 10/4
11/11 & 11/15
Upcoming Medford Seminars
in partnership with
Rogue Federal Credit Union:
June 25, 2008
July 11, 2008
Aug. 5, 2008
"The value my wife and I, as well as our son, have received has been phenomenal. I cannot recommend working with Cori enough."
R.K., parent, South Medford HS
"I really appreciate everything that you are doing for my family and I. I know that I tend to be a little high strung and easily stressed out so your confidence and self-assuredness definitely helps me a lot!"
T.H., student, South Medford HS
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