Gold

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.