Base Package

STUDENT COUNSELING
  • Student Assessment
    • Personality Profile Evaluation
    • Advanced Search Of Careers, Majors & Studies Based On Specific Student Interests
    • Innovative College Search Based On Demographics And Personalized Areas Of Importance
  • Personalized Private Student Interview – Designed By A Ph.D., An M.I.T. Graduate & Former University Professor Extremely Knowledgeable About Admissions Practices
    • The interview will be conducted by a NACAC Member Counselor – Many who were previously Admission Officers at Major Universities Across the Country
    • Written Report Will Be Provided To The Parent & Advisor Along With A Summary Of The Interview & Recommendations For The Student
 
COLLEGE FUNDING STRATEGIES
  • Calculate Expected Family Contribution (EFC)
  • Provide Planning Recommendations To Reduce EFC
  • Provide Financial Aid Award Estimates For An Unlimited Number of Schools, & Recommend Additional Schools To Be Considered
  • Provide Recommendations For The Best Way To Pay Your Share Of College Costs
  • Provide Cost-Efficient Borrowing Strategies To Help Keep Financial Goals In Line, Along With Cash Flow Strategies for College Years & Beyond
  • Provide Complete Financial Overview On College, Cash Flow, Retirement & Develop A Plan To Improve Each Area
  • Provide Strategies That Legally Protect Your Savings & Retirement Accounts From The Financial Aid Formulas
  • Provide Strategies On How To Possibly Use Your Home Equity So That It Helps, Rather Than Hurts, In The Financial Aid Formulas
 
FINANCIAL AID DATA GATHERING & PROCESSING
  • College Planning Checklist With All Timelines & Deadlines That Is Updated Electronically & E-Mailed Every Time Something Is Completed &/Or Missing
  • Free Bonus – Complete Free Application For Federal Student Aid (FAFSA)
  • Register Your Student For The CSS PROFILE
  • Complete CSS PROFILE & Walk Families Through All Supporting Documentation
  • Complete Any Additional Forms Required By The Individual Schools
  • Confirm The Accuracy Of The Student Aid Report (SAR)
  • Make Any Necessary Adjustments To The SAR
  • Advise and Counsel on Stafford and PLUS Loan Applications
  • Provide Protection From Being Overlooked For Grants, Scholarships Or Loans Due To Mistakes In Your Financial Aid Forms
 
APPEALS
  • Spreadsheet Up To 3 Award Letters And Professionally Evaluate If Your Offer Was Fair
  • Provide Tested Appeal Letters If You Were Under-Awarded
 
VALUE ADDED SERVICES
  • Sponsor “Client-Only” Teleconferences During the Year For Parents & Students On Topics Ranging From Essay Writing To Admission Tips
  • Provide Easy-To-Use Parent & Student Manuals
  • Provide a Monthly E-Letter To Parents & Students To Keep Them Updated On Everything They Need To Be Aware Of Along The Way With A Weekly College Funding “Tip of the Week”
  • Automatic E-Mails Submitted Monthly To Both Parents & Students On What They Need To Be Doing That Month To Maximize Their College Admissions And Financial Aid Results
  • Personalized Financial Aid FAQ Page
  • Interactive Online Page For Each Parent / Student
  • Provide Parent / Student Feedback On Specific Colleges
  • Unlimited Support For Parents & Students
  • Bonus Item: Copy Of Our “Student Handbook For Success” & Copy Of Our “College Admissions Boot Camp Handbook”
  • A One-Stop Shop to Always Have Your Questions Answered With Personalized Contact
  • Provide “Peace of Mind”