College Funding Services

Navigating the cost of college can be complex—but it doesn’t have to be. Our experienced advisors provide step-by-step guidance to help you understand your options, reduce out-of-pocket expenses, and maximize the funding available to your family.

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What We Offer

  1. College Funding Strategies

    • School Cost Projections: We help you uncover hidden costs and fees to more accurately calculate your true net cost when building your college list.
    • Maximize Scholarships: Discover scholarship opportunities and learn how to strengthen your applications.
    • Loan Comparison & Review: We break down your loan options and help you choose the most cost-effective solution.
    • Personalized College Budget: Receive a clear, customized budget plan that aligns with your family’s goals.
    Family saving money

  2. Financial Aid Form Preparation

    • FAFSA, CSS Profile, & More: We help you accurately complete all required forms, including institutional and state-specific aid applications.
    • Deadline Tracking: Never miss a deadline—we keep you on schedule.
    • Amendments & Updates: If your financial situation changes, we’ll help revise and resubmit forms as needed.
    • SAI Optimization: We provide expert strategies to lower your Student Aid Index and qualify for more aid.
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  3. Financial Aid and Scholarship Appeals

    • Award Letter Review: Understand exactly what you’ve been offered—and where there may be room for more
    • Special Circumstances Guidance: We help document and communicate any unique financial challenges.
    • Appeal Strategy & Letter Support: Craft compelling appeals that increase your chances of receiving additional aid or scholarships.
    People with money and documents

We’ll Help You Fund College the Smart Way

Our experts make it simple to understand your options and secure the support you need.

A knowledgeable financial advisor can help a family save thousands of dollars by navigating the complex financial aid system, optimizing eligibility for aid, and avoiding common mistakes that lead to overpaying.

Transparent Pricing

All of this expert support for one flat fee:

$3,495

No hourly charges. No hidden costs. Just comprehensive support from start to finish.

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College funding doesn't have to be confusing. Schedule a consultation with us to get started.

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Frequently Asked Questions

  • Why should I get a college financial advisor if I don’t qualify for financial aid?

    The financial aid process involves more than the Free Application for Federal Student Aid (FAFSA). Many schools require FAFSA submission for institutional scholarships, but may also require the CSS profile. Your college financial advisor can assess your college financial needs, help convey your family financial story, and offer strategic advice on educational savings.

  • When should I start working with a college financial advisor?

    It is best to engage a college financial advisor early, ideally during the sophomore or junior year of high school to allow ample time for comprehensive college financial planning.

  • What sets a private college financial advisor apart from school-based counselors?

    Private advisors offer field expertise, have more time to spend with each student, personalized attention, focused resources, and detailed guidance, ensuring a customized approach to each student’s needs.

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