Individualized Services
If you only need assistance with certain aspects of the financial aid process, find something particularly confusing, or simply need some good old-fashioned advice, then our individualized services may be just what you need. Contact us today to discuss which option is right for you.
Form Preparation
We will prepare and submit your FAFSA and CSS Profile professionally and accurately. If you are the type of person that prefers to be more hands-off, then this is the service for you.
Form Review
Prefer to complete your financial aid forms yourself but want to verify your accuracy? Our experts will review your already completed FAFSA and/or CSS Profile, helping you avoid common errors that could cost you money.
Institution specific forms
Many colleges have their own in-house forms that must be completed as part of the financial aid process. We are well versed in the varying additional information that may be asked and can quickly and easily complete these forms for you.
Appeals
Experienced changes in your financial situation that are not reflected in the financial data reported on the FAFSA and CSS Profile? We will assist you with preparing a detailed accounting of your change of circumstances to the financial aid offices and work to receive an aid package that is more reflective of your current ability to pay.
General Counseling
Just need an experienced adviser to ask questions as you go through the process? Our staff can be “on-call” for you to provide advice, explain processes, and provide any general consulting. We’re here for you!
Business/Farm Supplement
If you are self-employed or own a business/farm, you will need to provide information about the business or farm’s income, assets and liabilities by submitting the Business/Farm Supplement for schools that require the CSS Profile.
reviewing award offers
Once you’ve received your financial aid offers from various colleges, we will review the offers to see if they are comparable or if there is room to negotiate. Believe it or not, schools will reconsider offers if they are not as “generous” as competing schools. A good strategy can put you at the top to maximize your aid.
Scholarship financials
Some scholarship applications require detailed financial information from families. You want to make sure that you provide the exact information they want, and not make any mistakes that could cost you to miss on out on additional funding.
Student Loan counseling, application process, and Repayment
Assistance with applying for student and parent federal and private loans. Reviewing the best options for you and helping you with Entrance Counseling, completing your Master Promissory Note, and other requirements for borrowing education loans.
When it comes time for repayment, we can also assist you in choosing the right repayment plan for you. We will explain in simple terms the options available to you, including deferment or forbearance. Discussion of the varying repayment plans such as Income Based or consolidations and assistance with online applications.