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Monday 10:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 10:00 AM - 02:00 PM
Saturday Closed
Sunday Closed
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About

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We specialize in helping families with late-stage sophomores, juniors and seniors in high school prepare for college. We offer services ranging from helping with picking the right schools, helping with Admissions and Financial Aid forms, SAT/ACT Prep, Scholarship search and finding the money to pay for college with a goal of not hurting retirement. Here's a list of services:

Student Services:

Individual Student Assessment
• Interest Assessment Analysis
• Advanced Search of Careers, Majors & Studies based on Specific Student Interests
• Innovative College Search Based on Demographics and Personalized Areas of Importance
• SAT and ACT Prep through Method Test Prep Personalized online SAT and ACT test prep solutions to help students score at their highest potential.
Personalized Private Student Interview with a Professional College Counselor
• Written Feedback Provided to the Parent and Student(s)
• Recommendations for the Student
• Mentor for the College Process (Q&A, Guidance on the process, interview prep, campus visit prep, etc.)
• Professional Admission Guidance-
o Admission Application Review and Assistance
o Admission Essay Review and Recommendations
Personalized Scholarship Search of Scholarships to apply for; Scholarship Support from our Scholarship Team
Unlimited access to Mytuitionscore.com providing in depth personalized college planning reports

Paying for College-College Funding Strategies
• Calculated Expected Family Contribution (EFC)
• Provide Planning Recommendations on how, if possible, to Reduce EFC
• Provide Affordability Assessment for the Schools of your Choice and Recommend Additional schools to be Considered
• Analyze your Financial Situation
• Make Recommendations to pay your EFC on a tax-favored basis
• Provide Complete Financial Overview on College, Taxes, Cash Flow, Retirement and Develop a Plan to Improve Each Area

Financial Aid Data Gathering and Completion
• FAFSA Completion and Submission
• CSS Profile Completion and Submission
• Guidance and support throughout the Financial Aid process
• Confirm the Accuracy of the Student Aid Report (SAR)
• Make any necessary Adjustments to FAFSA
• Complete any Additional Forms Required by the Individual Schools – if applicable
• Professional evaluation of your Award Letters to make sure the Offers are FAIR
• Aid Maximization (Evaluate Award Letters, Appeal/Negotiate when award is not best case)
• Loan Manual and Guidance

 

college funding, college planning, retirement planning, financial planning

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