It is safe to say that most people partner with tax professionals when it comes to filing taxes, and the same could be said about filling out FAFSA forms, calculating a family’s EFC, negotiating and appealing award letters, and everything else that comes into play when it comes to planning for college. Plan On College can provide you the peace of mind you need to ensure that you are saving the maximum on your child’s college by not being overlooked for grants, scholarships, and loans. In addition, Plan On College uses advanced leveraging strategies to secure your child’s school of choice and to receive the best offer letter possible!


  • Expected Family Contribution (EFC) analysis
  • EFC reduction strategies (where applicable)
  • Strategies to legally protect savings and retirement accounts from the financial aid formulas
  • True college bottom line cost report
  • Student leveraging financial strategies
  • Merit Scholarship positioning and coaching
  • Initial assessment
  • Detailed report of school recommendations with top scholarships based on major, GPA, ACT/SAT scores and student preferences
  • Additional advanced leveraging strategies
  • Unlimited revisions and guidance
  • Financial aid review strategies
  • A professional will evaluate if your offer is fair
  • Financial aid awards assessment
  • Provide appeal guidance if necessary
  • Tested negotiation/appeal letter template if under-awarded
  • Ensure that financial aid leveraging works in your favor
  • Provide integrated cash flow analysis to ensure income and lifestyle throughout college and retirement years
  • Advise and counsel on student loans and alternative funding options that best fit short and long-term cash flow needs
  • Provide assurance and peace-of-mind that you are NOT being overlooked for any Grants, Scholarships or Loans due to mistakes on financial aid forms

Paperwork and Forms

  • Assist in completion of all financial aid forms including:
  • Free application for federal student aid (FAFSA)
  • The College Board’s CSS profile
  • Additional forms that may be required by the school
  • FAFSA data retrieval process
  • CSS profile IDOC document verification process
  • Walk family through the Financial Aid Data Verification process
  • Confirm accuracy of the student aid report (SAR)
  • Make any necessary adjustments to the SAR

Action Plan

  • Provide step by step action plan
  • College planning checklist
  • College planning timelines
  • Admissions
  • FAFSA/CSS and other forms
  • Review deadlines and options