Financial Aid Services
- Analysis of family’s financial profile
- Determine EFC for FAFSA and CSS Profile
- Identify exposures in financial profile
- Asset reallocation recommendations
- Assist in college list process based on historical Financial Aid awarding policies
- Determine Cost of Attendance (COA) based on school selection and your EFC
- Estimate current year’s taxes prior to completing FAFSA and CSS Profile forms
- Provide answer keys for both the FAFSA and CSS Profile
- Compare and evaluate Financial Aid Awards
- Prepare Appeal/Negation Letters if necessary
- Cash flow analysis and planning
- Student and parent Loan recommendations
- Payment Plan recommendations
- Loan repayment strategies
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Admission Services
- Assistance with college major selection
- Assistance with identifying family expectations
- Online SAT/ACT preparation
- Create a month by month college plan
- Assistance with creating school list
- College visitation plan
- Management of the college application process
- Identifying early decision/early action options
- College Interview Questions and strategies
- Essay theme development and editing
- Managing college correspondence
- Managing the waitlist process
- College selection process
- Managing the college deposit process
- Analysis of student record: transcript, class rank, strength of schedule
- PSAT / SAT/ACT Analysis
- Standardized testing recommendations
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