Gold
This program focuses on the
financial side of the process, financial aid,
ways to reduce your obligation, and
how to pay for college with efficiency.

Here is what is included in the Gold package...
Click below to get started!
Gold
This program focuses on the
financial side of the process, financial aid,
ways to reduce your obligation, and
how to pay for college with efficiency.
Here is what is included in the Gold package...
Paying for College and College Funding Strategies
• Calculate your Student Aid Index (SAI) / Expected Family Contribution (EFC).
• Provide meaningful recommendations to reduce your obligation.
• Provide affordability assessment for the schools of your choice and recommend additional schools for your consideration.
• Analyze your financial situation to find efficiencies and exposure.
• Make recommendations to pay your SAI/EFC on a tax-favored basis.
• Provide comprehensive financial overview on college, taxes, cash flow, retirement and develop a plan to improve each area.
Personalized scholarship search of scholarships to apply for; scholarship support from our Scholarship Team and unlimited access to mytuitionscore.com providing in-depth personalized college planning reports.
Financial Aid Data Gathering and Completion
• FAFSA consult and support-including unlimited questions and answer sessions (preparation and submission free with purchase).
• 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 individual schools where applicable.
• Professional evaluation of your award letters to make sure the offers are fair and appropriate.
• Aid maximization (evaluate award letters, appeal/negotiate when your award is not best case).
• Loan manual and guidance through the loan process, if needed.
Click below to get started!