Financial Aid Services
- Analysis of family’s financial profile
- Determine EFC for FAFSA and CSS Profile
- Identify exposures in financial profile affecting FAFSA and CSS 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 income taxes prior to completing FAFSA and CSS Profile forms
- Provide answer keys for both the FAFSA and CSS Profile forms
- Compare and evaluate Financial Aid Award Letters
- Prepare appeal/negation letters if necessary
- Student Loan recommendations
- Parent Loan recommendations
- Payment Plan recommendations
- Education loan repayment strategies
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Admission Services
- Assistance with major selection
- Research schools
- College visitation planning
- Management of the college application process
- Essay theme selection assistance
- Essay theme editing
- Interview tips
- Understanding and managing the wait list process
- Assist with College selection
Financial Advising Strategies
- College savings planning, including 529
- Tax reduction strategies
- Portfolio analysis
- Asset repositioning strategies
- Debt/benefits analysis
- Cash flow (how to pay the remaining college bill)
- Quarterly reviews—student progress tax management services
- Four-year (+/-) implementation
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