Interest & Aptitude Assessment – Unlimited license to access the best online career/college planning tools available. This interactive self-assessment is the most comprehensive database available for career/college planning
College Search Session – Our professional counselors conduct Student Positioning sessions online with each student and parent(s) to review and interpret the results of the self assessment. In sessions, the counselor guides your student through analyzing career interests, academic levels and strengths, appropriate majors and establishes additional criteria to build the best prospective college list for the your student.
Student Positioning Program - Along with a professional counselor,
families save hundreds of hours discovering opportunities and eliminating others as they research each college and
narrow their list based on SAT/ACT test scores, GPA, Acceptance Rate, Percentage Need Met, Merit Aid Awarded, Retention Rate, Graduation Rate, Virtual Tours, and Scholarships
Available.No other single website provides all of this information in one place.
Selecting the right colleges is one of the most important parts of the college planning process. Then applying our proven Student Positioning strategies provides the absolute best opportunities for admissions, financial aid, scholarships, and successful graduation.
EFC Analysis – We provide a complete analysis of your Expected Family Contribution (EFC) using both Federal, Institutional and College-specific Methodologies.
Recommendations to Reduce Your EFC – We show you how to take advantage of appropriate strategies to enable you to legally reduce your EFC and maximize eligibility for all forms of scholarships and financial aid.
Implementation of Strategies to Reduce Your EFC – We assist in the implementation of the above strategies.
College Scholarship & Aid Analysis– We provide you with analysis and reports for each college you research and select to show full costs, estimated aid based on your EFC, estimated scholarships based on your student's academics and net costs.
College Payment Plan – We put together a plan to show you the most cost effective way to fund the net costs for all your children. Do not borrow any money or begin paying for college without having a plan in place!
Financial positioning and having a plan to pay for college is the other most important part of the college
planning process. Then, bringing your student's college choices inline with your family's financial plan provides the absolute best opportunities to make college affordable without sacrificing
Prepare the FAFSA – The FAFSA must be completed if you want to qualify for any financial aid. Do not minimize the importance of completing this form properly. The US Department of Education said the majority of people fill out the FAFSA form in such a way that they do not receive all the aid for which they are eligible.
Register for and prepare the CSS Profile** - Many private schools require the Profile form, which includes
additional financial and personal information.
Complete Need-based Institutional Forms – Many schools have their own forms that need to be completed in addition to the ones already mentioned.
Confirm Accuracy of the SAR and the IRS Data Retrieval Tool – We will make adjustments to your FAFSA after your tax returns have been filed and process the IRS Data Retrieval Tool.
Analysis of Financial Aid Awards – We analyze your financial aid awards to determine your awards are complete and accurate. Then score your award as poor, fair, good or excellent based on each college's historical averages and our proven Student Positioning strategies. And, determine when an appeal of the financial aid award is in order.
Direct the Appeals Process – When appropriate, we will direct the appeals process on your behalf to maximize your financial aid and scholarship awards. An appeal typically begins with a letter we draft on your behalf to the college outlining the reason(s) for the appeal and continues with coaching on when to appeal, how to appeal and what to expect.
College Loans – We will consult you on the best college loans available for your situation, the process for securing them and ensure your college payment plan will pay efficiently pay off the loan without sacrificing your retirement.
College Planning Manual – 50+ page booklet of our master college checklist, customized time tables for success, and general college planning information.
College Reminder System - Our propriety communication system with a monthly education, to-do's, tips and strategies to keep your student on track, engaged and moving forward.
Accountability Calls - Monthly teleconferences hosted by a college expert to teach tasks at hand and answer questions. Families who participate have see far better results.
Dedicated Team of Professionals - Each family is assigned a team of three professional - a College Financial Planner, a Student Positioning Counselor and a Client Service Consultant.