Working together, we will:

Help you develop Individualized Strategies to Pay for College in the most cost-effective and tax-efficient manner possible.

Assist you in the accurate and timely completion of the Federal, State and University Financial Assistance Applications.      

Analyze your Current College Funding Plan with you (and your tax  professional) to identify specific cost saving strategies and prioritize the most effective sequence of asset liquidation for immediate college expenses.

Calculate your Expected Family Contribution using both                      Federal and Institutional Methodologies.   

Provide recommendations to reduce your EFC, when possible.

Evaluate College "Award Letters" using qualitative (Loan/Grant    Ratio) and quantitative (% of Need Met) analysis based on historical data.  

Assist with Financial Award Letters of Appeal, when appropriate.    

Call or email for a complimentary consultation!