What We Do > Our Services :: College Planning Services

Our Services

Many parents are misled by their own assumptions regarding college financial aid; consequently, they take actions that will lead to short term results without taking into consideration the effect over the long term. Our service clarifies parents' misconceptions and offers a 10,000 foot view of the college financing problem. In doing so, we help increase the scholarship money their child will receive, and save time and aggravation.

Our Services Focus on:

Maximizing your scholarship eligibility by:

Recommending the best way to position your finances to optimize your scholarship eligibility

Enlightening you on which colleges give the best scholarships

Protecting your assets by:

Showing you the government approved way of protecting assets from the financial aid form

Explaining the differences between the federal financial aid form (FAFSA) & the college board financial aid form (profile)

Partnering with you to reduce your stress and anxiety by:

Clarifying commonly expressed misconceptions

Working collaboratively with you to clarify educational & retirement goals

Providing you with professional resource material not available to you

Completing the complicated financial aid forms:

Financial aid forms need to be completed each year to reflect changes in family finances such as inheritance, retirement, or loss of employment

Financial aid forms have as many as 217 questions

Financial aid reporting requirements change yearly

Our Services

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