When you order now, you’ll get:
- Personalized college financial aid report for your child’s top 3 schools
- An accurate estimate of your child’s financial aid eligibility at each school, based on your expected family contribution (EFC)
- A 30-minute meeting with one of our financial aid experts who will provide you with unique recommendations for increasing your financial aid
How it works
Your customized college reports will help you reduce college costs regardless of your income level—here’s how the process works.
1. Order your service package
After we receive your payment, you’ll receive an email from us with a data form we need you to fill out. We’ll use this information to provide an accurate projection of your total out-of-pocket costs for your child’s top-choice college. Just as a physician asks a patient questions in order to formulate a diagnosis and prescribe a remedy, your responses to the online data form will help us diagnose your situation.
2. Submit your data form
Based on your data form responses, our software will create 3 customized college reports for you. These reports will assist you in making smart, well-informed college planning, admissions and funding decisions that can help you save on your out-of-pocket college costs and improve your retirement savings outlook.
When we receive your data form, you will also be provided with a link to schedule your meeting with one of our client service managers. This scheduling calendar will allow you to select a time that works best for your meeting.
3. Attend your consultation
At your consultation, we will ask you more about your family situation and answer any questions you have along the way. Bring as many questions as you would like and we will be glad to answer them.
What’s included in the report?
After you complete your data form, be sure to add your child’s first-choice college before you submit it to us. After you complete your Q&A meeting, you’re eligible to receive reports for up to 3 additional colleges. Each report will help you answer questions including:
- How much financial aid will we qualify for?
- How much of our financial aid will be scholarships/grants as opposed to loans?
- Can we increase our financial aid eligibility? How?
- What merit scholarships does our child qualify for and what are the
- Is a 529 College Savings Plan the right choice?
- Will we qualify for tax credits? Which ones? How much?
… and more!