COLLEGE FUNDING STRATEGIES

• 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, 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 Accounts From The Financial Aid Formulas
• Provide Proprietary Tax Scholarship Information

FINANCIAL AID DATA GATHERING AND PROCESSING

• College Planning Checklist With All Timelines & Deadlines That Is Updated Electronically & E-Mailed Every Time Something Is Completed &/Or Missing
• 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

VALUE ADDED SERVICES

• Sponsor "Client-Only" Teleconferences During the Year For Parents & Students On Topics Ranging From Essay Writing To Admission Tips
• Provide Easy-To-Use Parent & Student Manuals
• Provide a Monthly E-Letter To Parents & Students To Keep Them Updated On Everything They Need To Be Aware Of Along The Way With A Weekly College Funding "Tip of the Week"
• Automatic E-Mails Submitted Monthly To Both Parents & Students On What They Need To Be Doing That Month To Maximize Their College Admissions And Financial Aid Results
• Personalized Financial Aid FAQ Page
• Interactive Online Page For Each Parent / Student
• Provide Parent / Student Feedback On Specific Colleges
• Unlimited Support For Parents & Students
• A One-Stop Shop to Always Have Your Questions Answered With Personalized Contact
• Provide "Peace of Mind"