Student Services

Student Counseling

  • College planning checklist with all timelines and deadlines that is updated electronically and emailed every time something is completed and/or missing.
  • Advanced search of colleges based upon chosen career major and student credentials to maximize merit/need-based financial aid
  • Student assessment.
  • Automatic emails submitted monthly to both parents and students covering what they need to be doing that month to maximize their college admissions and Financial Aid results.
  • Access to an interactive online page for each parent/student.
  • Feedback on specific colleges.

College Funding Strategies


We provide you with a complimentary financial planning strategy session with with a focus on:

  • Calculate the expected family contribution (EFC).
  • Provide planning recommendations to reduce EFC.
  • Provide recommendations for the best way to pay your share of college costs.
  • Provide cost-efficient borrowing strategies to help keep financial goals in line, along with cash flow strategies for college years and beyond.
  • Provide a complete financial overview for college, cash flow, retirement, and develop a plan to improve each area.
  • Provide strategies that legally protect your savings and retirement accounts from the financial aid formulas.
  • Provide strategies on how to possibly use your home equity so that it helps rather than hurts.

Financial Aid Data Gathering and Processing


  • Complete the free application for Federal Student Aid (FAFSA).
  • Register your student for the CSS profile.
  • Complete any additional forms required by the individual schools.
  • Confirm the accuracy of the Student Aid Report (SAR).
  • Make any necessary adjustments to the SAR.
  • Advice and counsel on Stafford and PLUS loan applications.
  • Provide protection from being overlooked for grants, scholarships, or loans due to mistakes in your financial aid forms.



  • Evaluate up to 3 award letters for fairness and make recommendations
  • Provide tested appeal letters if you were under-awarded.