OVERALL SERVICES AND SOLUTIONS

Our trained college specialists aim to educate families and walk them through the complex college planning process. Our team offers help to each family on how to maximize their financial aid options, minimize out of pocket costs and structure their finances to plan for college without jeopardizing their retirement in the process.

We understand that this is the most expensive time for your family and we would love to help your family design a plan that works for you.

Basic College Planning Solution

  • Aid Eligibility Comparison Report
  • What-If Analysis
  • How will College affect my Retirement?
  • College Planning / Financial Planning America newsletter

Essential College Planning Solution

  • A personal Student Advisor
  • Customized college search to match career choice
  • Scholarship List
  • College Quick Reference
  • College Planning Resource Binder

Comprehensive Four-Year College Planning Solution

9th Grade:

  • Develop academic four-year plan
  • Review grades and plan courses
  • Review A-G Requirements
  • Discuss extracurricular activities includes CPA activities flier
  • Preliminary Goal Setting

10th Grade:

  • Update four- year plan
  • Review grades and plan courses
  • Determine appropriate testing timeline and test preparation
  • Discuss extracurricular activities
  • Begin resume

11th Grade:

  • Update four- year plan
  • Update testing timeline, test preparation and enroll in a live or online SAT or ACT instructional course with an expert instructor
  • Explore careers and majors in depth
  • Explore colleges in depth
  • Brainstorm for powerful college essays
  • Work on Personal Statement (scholarships and college applications)

12th Grade:

  • Review High School graduation requirements and college admission requirements
  • Determine Testing and Test Preparation
  • Assist student in determining final college list
  • Final college list review
  • Keep student organized and minimize stress by providing a college spreadsheet
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What We Do In a Nutshell

Aid Eligibility Comparison Report
What will college cost?
What is my EFC?
Let’s compare the schools on an equal basis
Let’s project costs out into the future realistically
How many years might it take my student to complete a 4 year degree in these schools?
Do I need to plan for an extra year or two for College?

Retirement Ready or Not

What will my finances look like at retirement?
How much of my Retirement am I ready to commit to College Expenses?
Are there better options than the ones I am currently considering?

College Comparisons

We can help provide reports comparing thousands of colleges and universities in a concise, easy-to-read format that are the key to efficient and accurate head-to-head comparisons.

These reports are an integral part of what parents and students need in order to make informed and wise decisions for their futures.

College Planning and Retirement

Clients will be advised on strategies that could maximize their dollars, minimize financial inefficiencies and learn how often it could be more valuable to avoid the losses than to try to pick the winners.

Our Licensed Financial Advisors will provide a detailed report of where you are headed financially, what changes could be possible and what the end result comparison might be were you to make changes to current strategies.

What-if Analysis

How will future changes affect my aid eligibility?
Which category do I fall into?
Recommendations on improving efficiency in out of pocket expenses

The College Visit Scoring System

How do I evaluate the various colleges in a manner that will effectively give me a scoring system that will compare apples with apples and give me a good evaluation that will help me guide my decisions?

We help clients use a system that should be used on EVERY college visit.

College Planning Resource Binder

This binder will provide a valuable resource for financial aid reference guides, student and parent loan information, college planning calendar, scholarship information, websites and strategies. Over the life of your college planning this binder can become the focal point of an organized approach. Clients will find that they include visit notes, college correspondence etc.