Student Positioning

Interest & Aptitude Assessment – Unlimited license to access the best online career/college planning tools available. This interactive self-directed website is the most comprehensive database available for career/college planning


College Search Session – We conduct a phone meeting with the student and parent(s) to review and interpret the results of the interest assessment. The ultimate goal is to find colleges that best match the student’s career interests, academic level and strengths, as well as other intangibles. Properly positioning the student’s college choices greatly enhances the chances of acceptance at the school of choice with a favorable scholarship and aid package.


Student Positioning Program - Picking the right colleges is the most important part of the college planning process.  Along with a professional counselor, families utilize our propriety program to properly and efficiently select the student's best fit colleges - academically, socially and financially. 

Family Financial Positioning

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 Statistics – We provide you with scholarship and aid statistics for each college you select customized to reflect your EFC and your student's academic standing.

College Payment Plan – We put together a plan to show you the most cost effective way to fund the out-of pocket costs for all your children. Do not borrow any money or begin paying for college without having a plan in place!

Forms Processing

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 whether you have been properly awarded or if an appeal is in order.

Direct Appeals Process – If needed, we will direct the appeals process on your behalf to the schools to maximize your financial aid award.

College Loans – We will consult you on the best college loans available for your situation, the process for securing them and plan with you the most efficient way to pay them off.


College Planning Manual – 50+ page booklet of our master college checklist, customized time tables for success, and general college planning information.


College Reminder SystemOur propriety communication system with a monthly education, to-do's, tips and strategies to keep your student on track, engaged and moving forward.  


Accountability CallsMonthly teleconferences hosted by a college expert to teach tasks at hand and answer questions.  Families who participate see better results than families who do not participate. 


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.