There is a lot to consider when planning for college and it can feel very overwhelming.  

 

With over 20 years of experience and expertise in working with families just like yours, we understand how you feel, and we can provide the answers you are looking for to the questions you have, and help put you at ease. 

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Premier Program

 

We recognize that every family is unique.

 

For those families that want a much more hands on and personalized experience, we offer the Premier Program*. This program is not for everyone.  Developed as a concierge service to guide you through the college planning process, the Premier Program takes our services to the next level. In addition to the benefits of our Signature Program, your family will experience a higher level of personalized service, individual attention, and access to each of our services as necessary.

 

Our Premier Program begins with a deep financial analysis as it applies to your eligibility for need-based aid.  Your college planning advisor will calculate your Student Aid Index (SAI) using both federal and institutional formulas. After reviewing all your financial data, we will begin building your customized plan including but not limited to strategies to reduce your SAI (if applicable). In addition to creating a customized plan to pay for college for all your students, your family will work with a Senior college planning advisor who specializes in maximizing cash flow strategies, debt consolidation strategies, tax scholarship strategies, and business owner strategies as they apply.

 

Next, our Student Advisor will focus on your student’s needs for college admissions. Your student will have access to our Group sessions and continue through an array of one-on-one sessions. From career exploration and research to college search and test prep to interview assistance and essay editing, your student will work with our Advisors to maximize every opportunity available to them.  We make sure to match colleges that are an academic fit, financial fit, and social fit, including but not limited to NCAA negotiations, Visual Arts and Performing Arts specialization, and Military Academy appointments.  We assist them through a systematic process that has been proven to be effective time and time again.

 

Once Financial Aid applications open, we work with you to accurately complete all applications and paperwork for you including, but not limited to, the FAFSA**, CSS/Financial Aid Profile, applicable institutional applications, IDOC, Business/Farm Supplement, and any and all additional institutional forms. As your student begins to receive admissions decisions, we work with you personally to analyze awards they have been offered, determine whether they are fair, and make recommendations for appeals.  Afterwards, your team of college professionals will continue to work, making timely and customized suggestions for the most favorable parent and student borrowing strategies when they apply to your family’s college plan.

Highlights of the Premier Program

 

Analysis and Planning for College Expenses

  • Calculate your Federal and Institutional Student Aid Index (SAI)

  • Review your financial data and cash flow

  • Build a customized plan

  • Calculate your additional out of pocket expenses and suggest strategies to manage them in the most advantageous manner

 

Individual Sessions Guiding Educational Choices and Applications

  • One on One Introduction to College Planning

  • Exploring Careers and Majors

  • Student Positioning and Self-Promotion

  • One-on-One guidance for Summer Programs, Internships, Course Selection

  • Test Prep for the SAT, ACT and PSAT and individualized study guides

  • Individual College Search, Selection and Visits Strategies

  • Individual College Application Strategies & Brag Sheet Review

  • Admissions Essay Guidance, Suggestions, and Review

  • Admissions Interview Techniques, Tips and Skills Practice

 

Financial Aid Paperwork and Appeals Process

  • Complete the FAFSA** and CSS Profile (and Non-Custodial CSS Profile if applicable) for unlimited number of schools

  • Confirm accuracy of the SAR and make required updates and adjustments

  • Prepare tax documents for IDOC/school upload

  • Complete any Federal or Institutional Verification Forms

  • Complete all other Institutional Financial Aid Forms required by the colleges

  • Advise and Review Business/Farm Supplement filled out by your tax preparer (if applicable)

  • Individualized Awards Analysis, Negotiations and Appeals recommendations

  • Unbiased recommendations for favorable parent and student loans

 

Direction, Support, and Implementation

  • Step-by-step college planning calendar

  • Implementation assistance for finalized recommendations

  • World class client care (Client Only Workshops, E-mail, and Phone Support)

Signature Program

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Our Signature Program*defines comprehensive college planning.

You will be paired with a professional college planning advisor and have the support of financial aid specialists, student services counselors, and a client services team. Your college planning advisor will calculate your Student Aid Index (SAI) using both federal and institutional formulas. After reviewing all your financial data, we will begin building your customized plan to pay for college for all your students. Your plan is a personalized and comprehensive plan for helping your student gain admission to their top fit colleges as well as affording the associated expenses.

 

Your student will participate in our proprietary student services College Prep group sessions. They will learn how to explore and evaluate careers best suited for them, how to promote themselves to attract colleges, what to look for in a college and how to ace their college applications, essays, and interviews.  In addition, our Student Advisor will guide them through key milestones in the college preparation timeline in one-on-one sessions.

 

Your financial aid specialist will tackle all financial aid paperwork for you including, but not limited to, the FAFSA**, CSS/Financial Aid Profile, Business/Farm Supplement, and applicable institutional forms. We also evaluate your student’s award each year and walk you through the appeals process when appropriate.

 

Throughout the entire college planning process, we will be there to answer any questions that may arise. We deliver ongoing direction and support to all families we work with through our proprietary college planning calendar, constant email and phone support, and numerous other tools provided for your family.

Highlights of the Signature Program

 

Analysis and Planning for College Expenses

  • Calculate your Federal and Institutional Student Aid Index (SAI)

  • Review your financial data and cash flow

  • Build a customized plan

  • Calculate your additional out of pocket expenses and suggest strategies to manage them in the most advantageous manner

 

Group Sessions Guiding Educational Choices and Applications

  • Introduction to College Planning

  • Exploring Careers and Majors

  • Student Positioning and Self-Promotion

  • Test Prep for the SAT, ACT and PSAT

  • College Search, Selection and Visits Strategies

  • College Application Strategies & Brag Sheet Review

  • Admissions Essay Guidance and Suggestions

  • Admissions Interview Techniques, Tips and Skills Practice

 

Financial Aid Paperwork and Appeals Process

  • Complete the FAFSA** and CSS Profile for up to 10 schools (over 10 schools additional/non-custodial CSS Profile additional)

  • Confirm accuracy of the SAR and make required updates and adjustments

  • Prepare tax documents for IDOC/school upload

  • Complete any Federal or Institutional Verification Forms

  • Complete all other Institutional Financial Aid Forms required by the colleges

  • Advise and Review Business/Farm Supplement filled out by your tax preparer (if applicable)

  • Individualized Awards Analysis, Negotiations and Appeals recommendations

 

Direction, Support, and Implementation

  • Step-by-step college planning calendar

  • Implementation assistance for finalized recommendations

  • World class client care (Client Only Workshops, E-mail, and Phone Support)

 

**The FAFSA is a free application and can be completed by visiting  www.studentaid.gov

 
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Foundations Program

For those families that just need a little guidance and direction with the entire college preparation process, we offer the Foundations Program*.  Developed as a self-directed program to guide you through the college planning process, the Foundations Program provides you access to our proprietary sessions and guides, including but not limited to customized software, college planning calendar, and Client-only workshops. 

 

You will be paired with a professional college planning advisor and have the support of financial aid specialists, student services counselors, and a client services team. Your college planning advisor will calculate your Student Aid Index (SAI) using both federal and institutional formulas. After reviewing all your financial data, we will begin building your customized plan to pay for college for all your students.

 

Your student will participate in our proprietary student services College Prep group sessions. They will learn how to explore and evaluate careers best suited for them, how to promote themselves to attract colleges, what to look for in a college and how to ace their college applications, essays, and interviews.  

 

Once Financial Aid applications open, we provide you with detailed, step-by-step guides to the FAFSA**, CSS Profile, and Federal and institutional forms. You and your student will receive our step-by-step process to appeals if applicable.

Highlights of the Foundations Program

 

Analysis and Planning for College Expenses

  • Calculate your Federal and Institutional Student Aid Index (SAI)

  • Review your financial data and cash flow

  • Build a customized plan

  • Calculate your additional out of pocket expenses and suggest strategies to manage them in the most advantageous manner

 

Group Sessions Guiding Educational Choices and Applications

  • Introduction to College Planning

  • Exploring Careers and Majors

  • Student Positioning and Self-Promotion

  • Test Prep for the SAT, ACT and PSAT

  • College Search, Selection and Visits Strategies

  • College Application Strategies & Brag Sheet Guidance

  • Admissions Essay Guidance

  • Admissions Interview Techniques and Tips

 

Financial Aid Paperwork and Appeals Process

  • Step-by-Step Guide to completing the FAFSA** and CSS Profile

  • Step-by-Step Guide to additional Federal and Institutional Forms

  • Step-by-Step Guide to Awards Analysis, Negotiations and Appeals

 

Direction, Support, and Implementation

  • Step-by-step college planning calendar

  • Client Only Workshops

 

**The FAFSA is a free application and can be completed by visiting  www.studentaid.gov