Financial Aid Services
Who is Financial Planning for?
Summer Before 12th
Establish a financial planning session to understand loan options, materials needed to apply, and the financial aid timeline based on the established list of colleges.
October of 12th
Families looking to effectively apply for financial aid support on the FAFSA and CSS profile.
Winter of 12th
Families looking appeal financial aid and merit awards based on change in circumstance or other factors.
What we do!
Financial Aid Form Preparation:
Form Preparation: We help you accurately prepare all required financial aid forms, including the FAFSA, CSS Profile, and state/institutional forms.
Deadline Management: We track important deadlines to ensure all forms are submitted on time, so you don’t miss out on aid.
Updates and Amendments: We assist with any needed updates or amendments to reflect changes in your financial situation.
SAI Reduction & Aid Maximization: We offer strategies to lower your Student Aid Index (SAI) and maximize financial aid.
College Funding Strategies:
Maximize Scholarships: We help you find and secure more scholarships to reduce your college costs.
Cost Projections for Unlimited Schools: We provide cost projections for any schools you’re considering, helping you make the best financial decisions.
Loan Comparison and Review: We evaluate student loan options to help you make informed choices.
Personalized College Budget: We create a custom college budget based on your needs.
Financial Aid & Scholarship Appeals:
Review of Financial Aid Award: We go over your financial aid award letter to explain all grants, scholarships, loans, and work-study options.
Assessment of Financial Situation: We help you identify any changes or circumstances not captured in your initial aid application.
Craft Appeal Strategy: We guide you in writing strong appeal letters to make the best case for more financial aid and/or scholarships.