Comprehensive Package
We now offer a white glove approach as a comprehensive services package. Our experts will take care of the financial aid process for you from beginning to end. We understand that nowadays life can be overwhelming, leaving little time to review, research, and prepare all of the information needed to apply for college financial aid. Call now for our comprehensive package and leave the worries to us.
Our multi-phase approach to financial aid
It is crucial to start early by working with our experts one year prior to starting college. We provide a full academic year of consulting services to help you make informed decisions beginning with what colleges should be considered all the way to understanding your award packages and ensuring your first tuition bill is accurate.
Phase 1 (August – September)
- Development of a comprehensive student profile
- Birkman Assessment
- Discuss family’s needs and expectations for financial aid
- Review colleges that are a best fit for the student’s goals and family affordability
Phase 2 (October – December)
- Preparation and submission of the FAFSA
- Preparation and submission of the CSS Profile (if required)
- Preparation and submission of the CSS Profile Non-Custodial forms (if required)
- Preparation and submission of institutional specific paperwork pursuant to each college’s deadlines
Phase 3 (March – April)
- Review award letters and explain aid packages
- Provide analysis of each colleges net price and out of pocket expectations
- Preparation and submission of financial aid appeals or special circumstances
- Provide objective analysis to help decide which college to commit to by May 1
Phase 4 (April – May)
- Review options to cover out of pocket costs
- Review educational financing options and terms
Phase 5 (May – July)
- Assist with student and parent loan applications
- Assist with completion of Entrance Counseling and Master Promissory Notes
- Assist with Endorser Addendum (if applicable)
- Assist with PLUS Credit Counseling (If applicable)
Phase 6 (July – August)
- Review of college billing statement for accuracy
- Ensure that all requirements are met for aid to post in a timely manner
- Discussion of tax credit eligibility