It is safe to say that most people partner with tax professionals when it comes to filing taxes. We wish the same could be said about establishing a college funding plan, filling out FAFSA forms, calculating a family’s EFC, negotiating and appealing award letters, and everything else that comes to college planning. Even though families are spending over quarter-million dollars sending one child to college, they try to do these things by themselves. We are here to be your professional support in this area.
Through over a decade of experience we have developed a “Parent Success Blueprint” of key components to help parents maximize financial strategies to pay for college and other life goals.
Financial Aid Analysis Meeting
Calculate Depart of Education’s Expected Family Contribution
Determine key factors that affect your EFC and develop planning concepts to help lower it, if applicable.
Determine what strategies will work best for your situation
Provide a complete cash flow analysis on how best to fund college in addition to acomfortable retirement lifestyle
Analyze your ability to qualify for grants and scholarships (Free Money)
Evaluate whether or not a family’s individual school’s financial aid offer is fair
Determine, if the student was mis-awarded, under-awarded, or leveraged and help appeal the award with the help of our negotiation team, if appropriate.
Provide financial planning recommendations for the best way to fund your out of pocket college expenses
Help file appeal, if necessary
Provide guidance on educational loan options
Continual support throughout the financial aid process
Paperwork and Forms
Guide families in the completion of the important FAFSA (Free Application for Federal Student Aid) to ensure accurate and timely submission which is key to maximizing financial aid
Assume responsibility for filing the College Board’s complex CSS Profile Form or any other institutional financial aid forms that are key to maximizing a family’s ability to qualify for individual colleges’ private endowment funds