What we do...

Below are many of the important services we provide to our families.  
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Our Services

Student preparation

Our one-on-one student mentor services help reduce the stress and anxiety associated with the entire college application process. We do that by providing individual student assessments, personality profile evaluations, an advanced career and college major search based on specific student interests, reviews of colleges that best align with each student’s preferences, SAT and ACT prep, essay review with recommendations, and more.

Proper planning

Contrary to what most colleges and universities would have you believe, working with their financial aid resources is not typically in your best interest. Remember that most colleges, even state schools, are looking to maximize their revenue to support their overhead; so their guidance is often biased in their favor.  Don't fall into that trap.

Financial aid negotiation

We know how to present required personal financial documents, the FAFSA application, CSS Profile completion, the Student Aid Report, (SAR) and more. We’ll even review award letters to confirm they are fair and help you draft letters of appeal to help secure a better offer.  (Yes…financial aid is negotiable!).

Loans, grants, scholarships

Based on each student’s individual interests, resumé, achievements, choice of college(s), financial resources, and more. Genesis College Strategies has propriety tools to help identify student loan options, prospective grant and scholarship opportunities, and assist with applications. Our services are designed to help reduce the college costs as much as possible.

Taxes and retirement

Genesis College Strategies' experienced team of advisors uniquely understand financial planning to preserve capital for retirement and help reduce tax liability while leveraging strategies such as asset re-alignment and other financial investment tools to reduce declarable net worth on college financial forms. While we are not looking to replace your trusted financial advisor, we can share proven tactics that align with college application requirements while maintaining the integrity of your overall financial plan.

Student athletes?

Our team understands what NCAA coaches are looking for and can guide students seeking athletic scholarships how to train, build a resumé, and connect with college coaches. Because we’ve been doing this for a long time, our advisors are connected to virtually all college and university coaches for most college sports.
We also advise families about which school to pursue, keeping in mind that that les than 1% of high school athletes are awarded full athletic scholarships. So getting the right education and employing proper financial planning are essential considerations for every student athlete.
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