Services
We offer services for all income levels
College Financial Essentials
Financially Fit for College
Financial Aid Awards Review
Student Loan Repayment Analysis
- Understand the college pricing landscape
- How to manage family college money conversations
- Savings goals and strategies for today and into college years
- Detailed cost projections for sample schools
- Student preparation overview
- 1 planning meeting
- 1 follow-up meeting
- Calculate EFC/SAI
- Calculate family college budget – cash flow and savings
- Build a better list of schools to consider and compare schools side-by-side
- Estimate Need-based and Merit-based Aid
- Determine true out-of-pocket costs for schools on your list
- Understand student loan costs and repayment schedules, before taking them out
- Summary of four-year net costs
- Proposed need based and merit-based awards
- Borrowing analysis
- Repayment schedule
- Estimated take-home pay
- Total repayment costs
- Identify any potential remaining Funding Gap
- Financial Aid Appeal Review ($150 Value)
- Borrowing analysis
- Repayment Analysis
- Repayment schedule
- Estimated take-home pay
- Total repayment costs
College Financial Essentials
Give yourself the gift of more time.
Get a jumpstart on a more affordable college future.
- Ideal for families with kids in elementary school through 9th grade, or if you just want a second opinion on your current planning.
Fee: $450
Financially Fit for College
Spend smarter on your family’s college journey.
This is a comprehensive college funding plan to help you maximize your college buying power and find the right fit school for your student and your finances.
- Ideal for families with high school sophomores and juniors
Fee: $1,770
Financial Aid Awards Review
Know the real bottom line before saying ‘yes’ to any school.
Compare financial aid for up to four schools
- Ideal for families with students who have been accepted to schools and received financial aid offers
Fee: $525
Student Loan Repayment Analysis
We keep everything organized for you in one place
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Ideal for anyone with student loans (Federal or Private) who wants to explore repayment options and strategies.
Fee:$250
Tools & Resources
Useful Tools for College Planning
“During our first conversation, his warm personality and positive perspective made the situation more manageable. He made himself available when I needed assistance with my financial aid offer. Using his experience as a counselor, we were successful in securing better terms. I highly recommend reaching out.“
KEVIN, NYU
“If you are looking for a college financial aid counselor par excellence, you have come to the right person! He is knowledgeable, assiduous, methodical, thorough, and, above all, very
caring. He is resourceful in finding you funds to help finance your child’s education, and he is a true ally and has a wealth of information on packaging your financial data.”
STANFORD PARENT
“My aid application was reconsidered, and I was offered more aid due to the additional documentation I was advised to submit. We are eternally grateful to afford our dream education.”
RIT FAMILIY
Contact Us
Together, we will…
Expand your choices in colleges
Maximize the money you get in financial aid
Develop a plan to pay the rest
Whether you are starting the process in your Senior year or planning ahead, we’ll help you achieve your college dream.
Design your College Plan with us!
We strive to help our students find the right college match for them, and the right budget for their parents.