Family Financial Positioning
- EFC (Expected Family Contribution) Analysis – We provide a complete analysis of your EFC using both Federal and Institutional Methodology.
- Recommendations to Reduce Your
EFC – We show you how to take advantage of strategies that will enable you to legally reduce your EFC and maximize the amount of aid for which you are eligible.
- Implementation of Strategies to Reduce Your EFC – We assist in the implementation of the above strategies.
- College Statistics – We provide you with important statistics for each college you have requested. Additional colleges may be added at any time.
- College Loans – We will consult you on the best college loans available for your situation and the process for securing them.
- College Payment Plan – We put together a plan to show you the most cost-effective way to fund the out-of- pocket costs for all your children. Do not borrow any money or begin paying for college without having a plan in place!
- Assessment/Aptitude Evaluation – Unlimited license to access the best online career/college planning tools available. This interactive self-directed website is the most comprehensive database available for career/college planning
- Student Positioning Session – We conduct a phone meeting with the student and parent(s) to review and interpret the results of the online evaluation. The ultimate goal is to find colleges that best match the student’s career interests, academic level and strengths, as well as other intangibles. Properly positioning the student’s college choices greatly enhances the chances of acceptance at the school of choice with a favorable financial aid package.
- Accountability Teleconferences – Monthly calls hosted by a college expert to teach tasks at hand and answer caller’s questions. Families who participate see better results than families who do not participate.
- College Planning Manual – 50+ page booklet of a master college checklist, monthly to-do reminders, and general college planning information.
- Submit Your FAFSA – The FAFSA must be completed if you want to qualify for any financial aid. Do not minimize the importance of completing this form properly. The US Department of Education said the majority of people fill out the FAFSA form in such a way that they do not receive all the aid for which they are eligible.
- Register for and Submit the CS
S Profile** – Many private schools require the Profile form, which includes additional financial and personal information.
- Complete Need-based Institutio
nal Forms – Many schools have their own forms that need to be completed in addition to the ones already mentioned.
- Confirm Accuracy of the SAR an
d Complete the DRT – We will make adjustments to your FAFSA after your tax returns have been filed and process the DRT on your behalf.
- Analysis of Financial Aid Awards – We analyze your financial aid awards to determine whether you have been properly awarded or if an appeal is in order.
- Direct Appeals Process – If needed, we will direct the appeals process on your behalf to the schools to maximize your financial aid award.
- On-going Communication – You have direct access to your College Planner, Student Positioning Counselor, and Service Center Consultant throughout the entire process. We also utilize teleconferences and our secure Client Web Portal to keep you up to date.