Providing College Planning & Funding Services

If you’re like most parents, you’re probably overwhelmed with the uncertainty of how to properly plan, or maybe where to even begin.

Contact for assistance with the following services:

1. Career Assessment

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2. Identify Career-Related Major Courses of Study

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3. SAT/ACT Preparation Assistance

Both exam providers have free preparation assistance available through their websites and We strongly recommend hiring individual tutors (as opposed to group tutors) for time, resource efficiency, and effectiveness. suggests interviewing three tutors prior to choosing one. Call for recommendations.

4. Data Verification Session

We provide a Family Data Questionnaire for you to complete and return prior to our initial meeting. We will personally work with families to verify the accuracy of the financial data to be used to complete Federal, State, and College Financial Assistance applications.

5. Calculate Expected Family Contributions (EFC)

We will use the completed Family Data Questionnaire to calculate both the Federal (Public Colleges) and Institutional (Private Profile Colleges) EFCs.

6. Analysis of current college funding plan

We will review and analyze your current college funding plan for maximum cost-effectiveness and tax-efficiency.

7. Explore, Evaluate, and Select the Most Suitable Colleges

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8. Financial Assistance Eligibility

After verifying the Family Data Questionnaire and calculating EFCs, we will analyze your current financial assistance eligibility and recommend actions to maximize eligibility, when possible.

9. Monthly E-mail Newsletters

We provide monthly editorials e-mailed to the student. These useful editorials provide an overview of the college planning topic of the month. The editorial part of the program starts in June at the end of their Junior year.

10. College Calendars and Newsletters

We will provide the client with an introductory package outlining the service and key points of action. This Calendar and Newsletter system keeps clients continuously aware of the next step in the process.

11. Produce college financial assistance history

We detail the Cost of Attendance, the average merit award, the percentage of need met, and the Grant-to-Loan ratio of your college choices.

12. Assist your family to register for the Financial Aid Profile (FAP)

This form is required by certain colleges for financial aid consideration. You must register to obtain this form or complete it online. This registration is completed together in our office. This application is completed electronically. The FAP is more complicated than the FAFSA. Additionally, the information needs to be consistent with that on the FAFSA. The additional cost of filing incurred by the College Board is the responsibility of the student family.

13. Assist with the FAFSA (Free Application for Federal Student Aid)

This form must be completed to qualify for financial aid from Federal and most State Programs. This form is completed in our office. First, as an estimate in mid-January, and second, as a final filing after subsequent tax returns have been completed.

14. Confirm accuracy of the Student Aid Report (SAR)

The SAR will be received by email from the U.S. Department of Education reiterating the FAFSA information and officially confirming your family’s Expected Family Contribution (EFC). We will review and confirm accuracy or assist you to submit for correction.

15. Assist with the completion of College Institutional Financial Assistance Forms

Some schools have their own need-based forms that are just as important as the Financial Aid Profile (FAP) and the Free Application for Federal Student Aid (FAFSA). The institutional financial aid forms are completed electronically together in our office.

16. Award Letters and Appeals

We provide an awards analysis program. This program provides a breakdown of the award packages by offering two perspectives analyzing the award letters from the family’s viewpoint without long-term student loans or work study programs. These perspectives make it clear what the client’s true cost is for their first year in college. We help you evaluate award letters and facilitate the appeal process. We will request a copy of all award letters from the student’s family. Upon receiving them, we evaluate award packages and let the family know if they have received a fair award offer from the college. When warranted, we will assist with writing an appeal letter that will be sent to the college by the student.

17. Loan Option Counseling

We will counsel the family on Education Loan options and provide guidance on their specific loan options. We will also provide the family with a college loan booklet which addresses important Student and Parent loan topics.