Expert College Financial Strategy — Built Around Your Family's Numbers
The Gold Package is built for families who know the financial side of college is where they need the most expert help. No guessing, no hoping the aid offer is fair — a real strategy built around your Student Aid Index, your assets, and your specific schools.
From calculating and legally reducing your SAI to completing FAFSA and CSS Profile, evaluating every award letter, and searching for scholarships — the Gold Package covers every financial angle. And with unlimited financial advisory consultations for the life of your plan, you'll always have an expert in your corner.
Is the Gold Package Right for Your Family?
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You Want a Real Financial Strategy — Not Just a 529The Gold Package starts where most families never go — calculating your Student Aid Index, identifying legal ways to reduce it, and building a thorough financial picture that covers college, taxes, cash flow, and retirement. A savings account isn't a strategy. This is.
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You Want Expert Help with FAFSA, CSS Profile, and Award LettersFAFSA and CSS Profile are more complex than most families realize — and filing incorrectly can cost you thousands. We handle both, check your Student Aid Report for accuracy, evaluate every award letter you receive, and provide negotiation templates when offers fall short.
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You Want Scholarships Found and MaximizedWe provide a personalized private scholarship search tailored to your student, plus unlimited access to MyTuitionScore — our proprietary tool that shows exactly how your family looks to financial aid offices at every college in the U.S.
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You May Want Admissions Support Later — But Don't Need It NowThe Gold Package is purely financial strategy — and it's a complete, powerful program on its own. But if your student needs more admissions guidance down the road, you have two upgrade options: add our Admissions Guidance package for $2,000 to move to the full Emerald program, or upgrade all the way to our full concierge Platinum+ program for $5,000 — the most comprehensive college planning experience we offer.
Most Families Leave $20,000–$80,000 on the Table. Don't Be One of Them.
The average family spends over $100,000 sending one child to college. Most of them never calculated their Student Aid Index, never repositioned their assets, and never questioned whether their aid offer was fair. The Gold Package changes all of that.
| ✕ What Most Families Do | ✓ What Gold Package Families Do |
|---|---|
| Never calculate their Student Aid Index | Calculate SAI and get specific, legal strategies to reduce it |
| Open a 529 and hope for the best | Build a full financial strategy — taxes, cash flow, retirement, and aid eligibility |
| File FAFSA incorrectly or miss the CSS Profile entirely | Expert support completing and submitting both forms correctly |
| Accept the first financial aid offer they receive | Professionally evaluate every award letter and negotiate when offers fall short |
| Search for scholarships with no strategy | Receive a personalized private scholarship report tailored to their student |
| No ongoing financial guidance | Unlimited financial advisory consultations for the life of the plan |
The Gold Package — What's Included
Every service, tool, and resource included in the Gold Package.
College Financial Planning
Calculate your Student Aid Index (SAI), identify legal strategies to reduce it, affordability assessment for your selected schools, full financial analysis covering college, taxes, cash flow, and retirement, and specific recommendations to pay your SAI on a tax-favored basis.
FAFSA and CSS Profile — Expert Support
FAFSA consultation and support including unlimited Q&A, preparation and submission guidance, CSS Profile completion and submission, accuracy check of your Student Aid Report (SAR), and ongoing guidance through the entire financial aid process.
Award Letter Evaluation and Negotiation
Professional evaluation of every award letter to ensure offers are fair and competitive. Access to tested negotiation and appeal letter templates when your award falls short. Aid maximization guidance and loan manual included.
Scholarship Search and MyTuitionScore
Personalized private scholarship report tailored to your student's profile, plus unlimited access to MyTuitionScore — our proprietary planning tool showing how your family looks to financial aid offices at every college in the U.S.
All Financial Workshops — Included
Saving and Paying with Intelligence, Savings Expenses and Financial Aid, Grants and Scholarships, and Essentials for Everyone — all four on-demand workshops covering every aspect of college financial strategy.
Unlimited Financial Advisory Consultations
A dedicated college funding expert available throughout the entire life of your plan — to answer questions, guide decisions, and make sure your strategy stays on track from start to finish.
Optional Upgrade Paths — Add Admissions Guidance Anytime
Emerald Upgrade — $2,000: Add our full admissions program — student assessment, college search, SAT/ACT prep access, one-on-one counselor interview, written recommendations, and scholarship essay review. Learn more about the Emerald Package →
Platinum+ Upgrade — $5,000: The full concierge experience — everything in Emerald plus unlimited bi-weekly sessions with a POM counselor through senior year, unlimited essay review, and hands-on support every step of the way. Learn more about the Platinum+ Package →
Financial strategy + 4 workshops
+ MyTuitionScore + Unlimited financial advisory consultations
Full Program Details — What's Included in the Gold Package
Here is the complete breakdown of every service included in the Gold Package.
Your Complete Financial Strategy
- Calculate your Student Aid Index (SAI)
- Specific recommendations to reduce your SAI legally
- Affordability assessment for your selected schools
- Recommendations for additional schools to consider
- Full financial analysis — college, taxes, cash flow, and retirement
- Personalized plan to improve each area of your finances
- Recommendations to pay your SAI on a tax-favored basis
- Unlimited financial advisory consultations for the life of your plan
FAFSA, CSS Profile, and Award Letters
- FAFSA consultation and support — unlimited Q&A included
- FAFSA preparation and submission guidance
- CSS Profile completion and submission
- Ongoing guidance through the entire financial aid process
- Accuracy check of your Student Aid Report (SAR)
- Professional evaluation of every award letter
- Negotiation and appeal letter templates when offers fall short
- Aid maximization guidance throughout the process
- Comprehensive loan manual and borrowing guidance
Finding Money You Didn't Know Was There
- Personalized private scholarship report tailored to your student
- Unlimited access to MyTuitionScore — personalized aid projections for every U.S. college
Expert Insight on Your Own Schedule
- Saving and Paying with Intelligence — our most powerful financial workshop
- Savings, Expenses, and Financial Aid — dozens of modules covering the full financial aid process
- Grants and Scholarships — find and apply for money most families miss
- Essentials for Everyone — an 80-minute admissions and financial aid overview
Ready for More? Two Ways to Upgrade Your Gold Package
The Gold Package is a complete, powerful program on its own. But if your family's needs grow — or if your student needs more hands-on admissions support — you have two clear upgrade paths available at any time.
Adds full admissions guidance — student assessment, college search, SAT/ACT prep, one-on-one counselor interview, written recommendations, and scholarship essay review.
Add $2,000 → Learn About the Emerald PackageThe full concierge experience — everything in Emerald plus unlimited bi-weekly sessions with a POM counselor through senior year, unlimited essay review, and hands-on support every step of the way.
Add $5,000 → Learn About the Platinum+ PackageReal Families. Real Results.
"As a single mom you always want the best for your children. This program became the difference between my daughter not attending college to getting thousands of dollars in scholarships. Navigating college applications, financial applications, and just accepting awards is daunting. This program made my daughter's dream a reality."
Your Family Deserves a Real Financial Plan
Schedule a free consultation and find out exactly what the Gold Package looks like for your family's situation, your student's goals, and your timeline.
Schedule My Free 30-Minute ConsultationNo obligation. No pressure. Just clarity on the path forward.
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