We provide the following college planning & funding services:

• Help the student find the "right fit" college.
• Strategies to increase the student's probability of acceptance.
• Provide guidance with timelines & deadlines to help avoid making costly errors.
• Provide strategies to cover the cost of college based on individual family situations.
• Help Maximize financial aid eligibility
• Help get Expected Family Contribution (EFC) to the lowest possible value.
• Provide overview on funding for the entire college career.
• Provide financial overview on how to meet current and future financial milestones.

Download our College Planning & Funding Timeline Handout

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Resources

• Collegeboard:  https://www.collegeboard.org/
• Create Federal Student Aid ID:  https://fsaid.ed.gov/npas/index.htm
• Complete FAFSA:  https://studentaid.gov/h/apply-for-aid/fafsa
• Federal Student Aid: Home:  https://studentaid.gov/

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Everyone’s financial situation is unique and there is NOT a one-size-fits-all retirement plan. Ask us any question and we'll provide you with an accurate answer.

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