PROCEDURES AND FEES
John DeLorey has been in the college financing business for 26 years. He has refined and streamlined his method and this has allowed him to keep his one time comprehensive fee at $1000. In addition, clients pay John with referrals of other parents needing his services.
Step 1: FREE 30-Minute Phone Strategy Session
The purpose of this phone consultation is to gather a profile of your children (CPA, SAT, etc.), your educational goals and the resources available to pay your children's tuition expenses. By the end of the conversation we would have discussed the 9 critical mistakes parents make in applying for financial aid and free scholarship money.
Step 2: In home 90 minute consultation. Fee - $400
The purpose of this meeting is for me to present to you a customized plan based on the information you provided me during our phone conversation. The plan will include:
- An analysis of your projected tuition costs for all children
- A report detailing what the the college will expect you to pay yearly to send your child to college
- Recommendations on how to increase how much free money you could be eligible to receive
- A detailed explanation on the specific financial aid policies of the colleges you are interested in and how their policies affect you
Step 3: Implement your customized plan. Fee - $600
After Step 2, if we both feel that I should be your outside college advisor, the real work begins. I will:
- Help you design a college cash flow management plan
- Offer you a hot line and unlimited consultation to help clarify and implement your customized plan for all of your college bound children
- Complete the complicated aid forms each year for each child
- Assist you in the process of appealing your initial financial aid package
- Recommend the best student loans for your children
|
Free 30-Minute Phone Strategy Session |
Save 25% or more on your child's tuition bill with your FREE phone strategy session. And get your own customized 4 Step Action Plan. Just fill out the information below and we'll call you to set up your strategy session. Or call us directly at 978-462-1666.
PRIVACY STATEMENT We are extremely strict about protecting our client's privacy. We never sell or give away any information entrusted to us. Our reputation and our business depend on it.
"
John DeLorey has been outstanding with the advice and direction he has offered to my wife
and I in the process of educating our five children. He has the ability to cut through the
red tape and piles of paper work. Each child is different and their educational needs are
unique. He has been able to look at their background and our family situation and offer very
timely advice so that our child can end up in the best possible school for them and us.
I highly recommend College Planning Services, specializing in college financing, of Newburyport
if your children are thinking about attending college.
"
- Tom & Jeanne Fleming
Chelmsford, Massachusetts
|