Our Services
Your Personal Family Snapshot
Includes analysis of your current situation, evaluation of your options, and developing a successful plan. We sift through all the college, financial services, government systems, programs, paperwork and options; eliminating the necessity to become an expert overnight, in a field you will probably not use again.
Expert advice
Includes our systematic approach, automated software, oversight and and timely reminders to ensure other students don’t get your student’s share of financial aid.
Personal Service
Includes reviewing and explaining the myriad of forms, reports, processes and other documents needed to communicate with the colleges, financial institutions and government agencies. We share best practice strategies to keep the program moving forward as quickly as possible. This includes topics not easily summarized into a guidebook or a training program.
Ready. Set. Go!
Includes support from our team completing most of the paperwork on your behalf during your initial year of application, saving you valuable time. This ensures your income and assets are both accurately categorized and reported. Most clients value this additional guidance and support, especially since it maximized their financial aid opportunity.
Get a Headstart
Includes using our books, guides, tools, templates, forms, and reports with accurate and up-to-date information to help you achieve your college planning goals and objectives quickly.
Additional Program Benefits
Includes our assistance beyond the college application, selection, and acceptance process. While your student is away at college, we will continue to provide coaching and mentoring to maximize the benefit of the college education and experience. Our continued support helps to minimize both the time needed to earn a degree and your out-of-pocket costs. Your success is our top priority. Please note depending on the option you choose additional years of application, financial aid, or other form completion is available at a reasonable additional investment upon request.