For Families of College-Bound Students
Don't Let the FAFSA Formula
Cost You Thousands
Funding College with Intelligence
Most families overpay for college — not because they earn too much, but because no one showed them how the rules actually work. The College Financial Strategy Program (CFSP) fixes that.
What Most Families Get Wrong
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Savings in the wrong place Where you keep your money matters as much as how much you save — some accounts count heavily against aid eligibility, others barely count at all. |
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Timing income at the wrong moment A bonus, capital gain, or retirement account move in the wrong year can quietly cost a family thousands in aid. |
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Treating every college the same FAFSA and the CSS Profile use different formulas — families applying to CSS Profile schools often leave money on the table without realizing it. |
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Waiting until senior year By then, most of the moves that actually help have already passed you by. |
What's Included in CFSP
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Full financial review We review your full financial picture — income, assets, timing — against the federal aid formulas that actually determine what you'll pay. |
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Asset Positioning & Income Timing This is where the real money gets protected. Where you hold your assets and when you realize income can swing your aid eligibility by tens of thousands of dollars — we position both legally and ethically so the federal formulas work in your favor, not against you. |
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A custom strategy Built around your specific situation and target schools, including SAI/EFC reduction, affordability assessment, and a full analysis of taxes, cash flow, and retirement alongside college costs. |
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Complete FAFSA & CSS Profile support Preparation, submission, and guidance through the entire financial aid process, including confirming your Student Aid Report and handling any additional school-specific forms. |
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Award letter evaluation & negotiation Every offer reviewed, appealed, and negotiated when it falls short — plus a full loan manual if you need one. |
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GCS Funding Software Unlimited access to our proprietary planning software so you always know where you stand. |
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All financial workshops included Essentials for Everyone, Saving & Paying with Intelligence, Savings/Expenses & Financial Aid, and Grants & Scholarships — all four, at no extra cost. |
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Unlimited, Prioritized Access to Greg You're assigned directly to Greg for the life of your case — not a call center, not a rotating cast of advisors. Meetings as often as you need them, with priority scheduling, from your first session through the day acceptance letters arrive. |
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Ongoing support through graduation We stay involved every year — adjusting the strategy as your financial picture changes, so you're never caught off guard. |
The program is $3,500.
$1,750 for each additional sibling — for as long as the older sibling's plan remains active.
Families who miss a single well-timed move — the wrong account, the wrong year, the wrong college's formula — routinely leave far more than that on the table in lost aid. This isn't a cost. It's the difference between guessing and knowing.
Greg Stevens
Licensed Financial Advisor since 2004 | College Funding Strategist since 2010
Since 2010, I've focused exclusively on the FINANCIAL side of college planning. Very few financial advisors know the rules that govern this process, and even fewer families know them - and they're the ones who need to know! I help families use the federal aid rules in their favor instead of getting quietly penalized by them.
Why Families Work With Us
✓ Licensed financial advisor since 2004, focused exclusively on college funding since 2010 |
✓ Deep expertise in FAFSA & CSS Profile asset positioning — not generic financial planning |
✓ Prioritized meetings, no limit — as many as it takes, for as long as it takes |
✓ One advisor, start to finish — from enrollment through offer letters, Greg will be there |
✓ A clear, confident, custom plan — no guesswork, no generic advice |
"The federal aid formula isn't a mystery — it's a set of rules. Families who understand those rules early have far more options than those who find out too late."
— Greg Stevens, Founder, Genesis College Strategies
Get Started Today!
Unlimited meetings with a dedicated college financial advisor through the entire process.
Not ready to enroll just yet? Grab 15 minutes and we'll answer your questions directly.
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