Wondering how you’re ever going to afford to send your kids to college? We’ll help get your student in and show you how to pay less than you ever dreamed possible!
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(A) Pre-Admissions (8th-11th):
High school course evaluation, transcript review, development of student’s resume, community service hours evaluation, college selection, SAT & ACT consultation, letters of recommendation review, essay, special essay and scholarship essay enhancements
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(B) Overall Financial Program & Estate Plan Analysis - Review Of The Following:
1. College savings plans: 529 Savings and 529 Prepaid Tuition, Coverdell (Education IRA)
2. Savings, Investments, Tax-Deferred Annuities, Trusts, Coogan Accounts
3. Retirement Plans
4. Income Tax Returns
5. Life Insurance
6. Consultations and recommendations for 1-5
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(C) Income Planning & Asset Repositioning:
As necessary, we apply legal financial strategies that are guaranteed to reduce your Expected Family Contribution (EFC), and maximize your financial aid eligibility.
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(D) The Admissions Process (12th Grade):
1. All of Pre-Admissions (A-C) plus college application and essay review
2. College interview preparation and strategies
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(E) The Financial Aid Process (12th Grade) Review & Recommendations For:
1. DATA form
2. Tax returns
3. Overall Financial Program & Estate Plan as listed in (B) above
4. CSS Financial Aid Profile (CSS), including the Business/Farm Supplement and/or the Noncustodial Parent’s Statement, as necessary
5. Free Application for Federal Student Aid (FAFSA)
6. Student Aid Report (SAR) and updates
7. Any and all school specific financial aid forms
8. Any and all loan applications
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(F) Negotiations:
We will negotiate with all schools where the student is accepted to maximize their financial aid package, personally consult with schools as necessary, evaluate and make recommendations for the following:
1. Acceptance letters
2. Deferral and wait-list letters
3. Rejection letters (occasionally)
4. Financial Aid Award letters: Our successes are legendary! See Testimonials |
