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College Planning

If you and your high school aged child are just beginning the college search process, don't neglect the importance of finding school(s) that are the right financial fit. It can be easy to assume a school is too expensive after first glance at the sticker price, or that your family makes too much money, or that you're guaranteed to get merit aid from every school, or that every college will give you need-based financial aid. The list goes on . . .

Researching all of these items and more before your student even applies can potentially make a big difference when it comes to out-of-pocket costs and future debt. And we can help!

Our comprehensive fee-based College Planning service includes:

  • School Identification
  • Cost Calculation
  • Admissions Trends
  • Estimated Expected Family Contribution (EFC) Calculation and Evaluation
  • Estimated School Financial Aid Determination
  • Free Application for Federal Student Aid (FAFSA) and CSS Profile Filing
  • Analysis/Comparison of Financial Aid Awards
  • Loan Guidance

Our professionals can help with one of the most important and one of the most expensive decisions you and your child will make.

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