For Admissions Counselors
Your Clients Need Both Sides.
You Cover Admissions.
We Cover the Money.
The College Financial Strategy Program puts a licensed financial expert in your clients' corner — from the day they engage you through the day acceptance letters arrive. No admissions overlap. Ever.
What Your Clients Get
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Full Financial Review We review each family's full financial picture — income, assets, timing — against the federal aid formulas that actually determine what they'll pay. |
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Asset Positioning & Income Timing This is where the real money gets protected. Where a family holds their assets and when they realize income can swing aid eligibility by tens of thousands of dollars — we position both legally and ethically. |
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A Custom Strategy Built around each family's specific situation and target schools — 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 SAR accuracy checks and 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 needed. |
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GCS Funding Software Unlimited access to our proprietary planning software so families always know where they 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 Your clients are assigned directly to Greg for the life of their case — not a call center, not a rotating cast of advisors. Meetings as often as they need, with priority scheduling. |
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Ongoing Support Through Acceptance We stay involved the entire time — reviewing, adjusting, and advising as their financial picture evolves. Not a one-time consultation. |
Funding College with Intelligence: $3,500 per student
$1,750 for each additional sibling — for as long as the older sibling's plan remains active.
We never touch admissions. That's your lane.
No college list. No essays. No application coaching. The College Financial Strategy Program is 100% financial — so your client relationship stays yours, and your families get more value from working with you.
For Counselors Who Refer
Choose How You're Thanked
Whichever fits your organization's standards — no cost to you, no extra work, and your relationship with the family stays exactly as it is.
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Option 1 Referral Fee $350 paid directly to you when a family you refer enrolls their first student. $175 for each additional sibling. No paperwork, no chasing. |
Option 2 Family Discount $350 off your referred family's program instead ($175 per sibling), via a personal discount code — a clean option if IECA/HECA guidelines restrict direct compensation. |
Either way: no cost, no extra work — relationship stays yours.
Let's talk about how this works for your practice.
15 minutes is all it takes.
