Our Underclass Program

An innovative and unique college planning program that has your back, saves you money, and prepares your future college student like no other.

By financing our Platinum+ program over time - you lock in at today's rates, no hidden fees/charges, 0% interest, and no increases over time.  And you can enroll below!

Watch this overview video.  It's 20 minutes and covers the entire program.
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Our Platinum+ Program

Student Services:
  • Individual student assessment on major, college and career selection.
  • Interest assessment/evaluation.
  • Advanced searches for colleges, majors, careers, and studies based on specific student interests and aptitude.
  • Innovative college search based on personalized areas of importance.
  • SAT/ACT - personalized test prep to ensure their highest scores.
  • Personalized private student interviews with a college advisor.
  • Written feedback provided to the parent(s).
  • Recommendations for the student to optimize goals and objectives.


One-on-One Student Mentorship:
  • Sophomore year - quarterly 60-minute sessions with your student.
  • Junior year - monthly 30-minute sessions with your student.
  • Senior year - bi-weekly 30-minute one-on-one sessions until application process is complete.

Additional Student Services:
  • Admission application review and guidance.
  • Essay and application review: unlimited number of essay submissions.
  • Discussion and guidance on interviews, letters of recommendation and making the most of this important piece of the puzzle.
  • Personalized loan manual and guidance.
  • Personalized scholarship search - both public and private options.
  • Unlimited access to our software, MyTuitionScore, providing in-depth personalized college planning reports.
  • Always remember we're just a phone call, text, or email away.

Paying for College and College Funding Strategies:
  • Calculate Expected Family Contribution/Student Aid Index (EFC/SAI).
  • Provide planning recommendations to reduce EFC/SAI.
  • Provide affordability assessment for the schools that make sense for your family.

Analysis of your financial situation:
  • Make recommendations to pay your part on a tax-favored basis.
  • Provide financial overview on college, taxes, cash flow, retirement and develop a comprehensive plan to improve each area.

Financial Aid Data Gathering and Completion:
  • FAFSA and CSS Profile completion and submission.
  • Aid maximization (evaluate award letters, appeal, and negotiate).
  • Confirm accuracy of the Student Aid Report (SAR).
  • Make any necessary adjustments to FAFSA and CSS Profile.
  • Complete any additional forms required by individual schools.
  • Professional evaluation of your award letters to make sure offers are fair.
  • Provide negotiation letters and perform appeals if your financial aid is inadequate.

Every service we offer in one powerful package.

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