SERVICES

STUDENT COUNSELING

Student Assessment
Personality Profile Evaluation
Advanced Search Of Careers, Majors & Studies Based On Specific Student Interests
Innovative College Search Based On Demographics & Personalized Areas Of Importance
Personalized Private Student by a college counselor
Written Report Will Be Provided To The Parent & Advisor Along With A Summary Of The Interview & Recommendations For The Student
Access to our career and majors planning software that has a personality profile test, learning skills test, scholarship search and much, much more

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 Tax-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, Taxes, 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
Provide Proprietary Tax Scholarship Information

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

Spreadsheet Up To 3 Award Letters And Professionally Evaluate If Your Offer Was Fair
Provide Tested Appeal Letters If You Were Under-Awarded

Develop a Financial Plan for Paying for College, Maximize Grants and Scholarships:

College Fit Assessment (freshman year)
Career and Majors Planning
Parent Funding Forecast
Annual GPA + rigor review
Junior year merit probability model
Senior year award letter analysis
Parent decision consultation
Academic Reality Check: Translating student data into admissions risk tiers.
Evaluation of: GPA (weighted & unweighted), course rigor, trends, testing (if applicable), major competitiveness, and geographic advantage/disadvantage.
Classification of schools as: Safety, Target, and Reach.
Best-Fit / Best-Value Overlay for each school considered.
Analysis of: Admissions probability, merit aid likelihood, need-based aid potential, historical generosity, true net cost, willingness to negotiate, and graduation rate/4-year completion risk.