The following items comprise our College
Planning Service:
1.
We will perform a Career Search (include
education requirements, career description, as well as starting
salary estimates). These will based on the
general interests of the student and they will be given access to an on-line
program (DISCOVER ®) which maintains this information.
2.
We will provide a “Best Fit”
College Search. These will based on the general interests of the student
and they will be given access to an on-line program (DISCOVER ®) which
maintains this information. We will also give additional recommendations, if
needed.
3.
We will perform a personalized,
private student interview to discuss their career/major choices, college
selections, as well as admission and career tips we’ve gleaned over the
years.
4.
We will allow your student access
to our Client-Only “College Admissions Application Boot Camp”, which will
entail discussing admissions requirements, admissions essays, selecting the
right colleges, how to fill out the different types of admission
applications, and what the student should be doing now.
5.
We will provide a College
Planning Checklist containing essential deadlines, up-coming events, and
timelines as to what we will be doing for you and your student and when.
6.
We will calculate your Estimated
Family Contribution (EFC).
7.
We will provide recommendations
and/or a plan to reduce the EFC.
8.
We will provide financial aid
award estimates for each school under consideration, as well as recommending
additional schools to be considered.
9.
We will analyze your financial
situation using our “college cash flow maximizers” software and provide
appropriate recommendations for the best way to pay for your share of
college costs.
10.
We will provide a complete
financial overview, analyzing all areas as they relate to college as well as
your budget, taxes, retirement and other areas of financial management.
11.
We will provide a management
report detailing ways to improve your tax situations, retirement and other
areas of financial management.
12.
We will provide proprietary tax
scholarship information, when applicable.
13.
We will complete the Free
Application for Federal Student Aid (FAFSA).
14.
We will register your student for
the CSS Profile, if applicable.
15.
We will complete the CSS Profile
and all supporting paperwork, if applicable.
16.
We will complete any other
Institutional financial aid forms that are required by the individual
schools and are provided to us by the client.
17.
We will confirm the accuracy of
the Student Aid Report (SAR) and make any adjustments.
18.
We will sponsor teleconferences
of “what you need to be aware of or what you should be doing now” to keep
everyone on-track.
19.
We will sponsor a client-only
event in March/April of your child’s senior year to discuss negotiation
strategies, how to read your award letters, what to do if they don’t offer
you enough aid, as well as additional tax and budgeting tips to revolve
around paying for college. (We buy dinner, by the way!)
20.
We will provide you with a
hard-copy, as well as a diskette copy of our tested negotiation letter, as
will as the exact steps to follow when negotiating with the colleges (we
can’t negotiate directly with the schools, but we will hold your hand
through the whole process).
21.
We will provide updates of
changes in legislature relating to college tax laws or anything that might
affect your financial situation through our newsletter, as well as special
semi-annual client only events.
22.
We will provide your student with
unlimited telephone support (your student can call us as much as they wish
with as many questions as they wish).
23.
We will provide you, the Parents
with unlimited telephone support (you are not billed by the hour. Therefore,
you never have to worry about watching the clock. Our only concern is
getting your questions answered).
24.
Bonus: A binder of Special
Reports, including: Guide to Surviving Student Dorm Life, Guide to the
Student College Admission, Secret List of Tips That Make Applying to College
Easier, What You Should Know Before you Hire a Financial Advisor, The Eleven
Biggest Mistakes Retirees Make and How To Avoid Them, & The Investment That
Always Fits.
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OUR SERVICES
