College planning is our #1 goal. In order to do that we develop a customized plan for each family. Our fee schedule uses a three-tiered approach. Your total cost will depend on the level of service that you choose. Our customized plan is our most comprehensive and it includes all children, all years that they are in college.
Introductory Level: 20-30 Minute Phone Strategy Session - COMPLIMENTARY
This get-to-know each other session has many goals:
Basic Plan: Two Hour In-Home Consultation.
The goal of this meeting is to present to you, based on the information gathered during our phone strategy session, a customized/individualized college funding plan recommendation. It takes 2-3 hours of preparation time to develop a comprehensive plan geared toward increasing a family’s free scholarship (grant) money. This plan will include:
Comprehensive Plan: Implementation of Your Customized Plan.
We will:
Our Services are guaranteed and a money back guarantee if you are not 100% satisfied. Call us at 978-462-1666 to set up an appointment.
Introductory Level: 20-30 Minute Phone Strategy Session - COMPLIMENTARY
This get-to-know each other session has many goals:
- To discuss your child’s profile including SAT scores, GPS, extracurriculars and their college wish list (if available)
- To gather pertinent financial data
- To answer your questions
- To decide if we should move forward to an in-person meeting
Basic Plan: Two Hour In-Home Consultation.
The goal of this meeting is to present to you, based on the information gathered during our phone strategy session, a customized/individualized college funding plan recommendation. It takes 2-3 hours of preparation time to develop a comprehensive plan geared toward increasing a family’s free scholarship (grant) money. This plan will include:
- An analysis of your projected 4-year tuition costs for all children
- A detailed explanation on the specific financial aid and merit policies of the colleges you are interested in and how their policies affect you
- Recommendations on how to increase your free scholarship eligibility and reduce college loans.
- Free merit scholarships lists
Comprehensive Plan: Implementation of Your Customized Plan.
We will:
- Provide you with unlimited consultation time through your children’s graduation date
- Design a college cash flow management plan covering all of the tuition costs
- Help you reduce your projected college costs by using the college calculation and our knowledge of the legal strategies that are available to you
- Complete the complicated financial aid forms each year for each child
- Assist you in appealing your scholarship offers by writing your appeal letter
- Recommend the best college loans for our clients and their children
- Be available to offer help and support in the event of something unforeseen happening
Our Services are guaranteed and a money back guarantee if you are not 100% satisfied. Call us at 978-462-1666 to set up an appointment.