Our Services

Services to fit any family

Family Financial Positioning

Our Family Financial Positioning Service encompasses a complete analysis of your EFC* to maximize your opportunity for financial aid. Families save thousands annually by implementing our plans and strategies to legally reduce their EFC.

*EFC=Estimated Family Contribution is how much money a family is determined to pay out-of-pocket for college.

Student Positioning

Our Student Positioning Service offers comprehensive online career & aptitude tests to help determine a student’s career interests, academic level and strengths. Our student positioning specialist then reviews the results of these assessments to proficiently recommend colleges that are a good fit for the student. Properly positioning the student’s college choices greatly enhances the chances of acceptance at the school of choice with the best financial aid package.

Forms Processing

Our Forms Processing Service involves filing all financial aid forms for first time college applicants as well as returning students. This service brings peace of mind to parents and families by ensuring all forms are filed on time and accurately.

See our detailed descriptions below

Family Financial Positioning

EFC (Expected Family Contribution) Analysis
We provide a complete analysis of your EFC using both Federal and Institutional Methodology.
Recommendations to Reduce Your EFC

We show you how to take advantage of strategies that will enable you to legally reduce your EFC and maximize the amount of aid for which you are eligible.

Implementation of Strategies to Reduce Your EFC

We assist in the implementation of the above strategies.

College Tracking List

The College Tracking List helps you stay on track throughout the entire financial aid process ensuring there are no surprises or missed deadlines.

College Statistics

We provide you with important statistics for each college you have requested. Additional colleges may be added at any time.

College Payment Plan

We put together a plan to show you the most cost effective way to fund the out-of-pocket costs for all your children. Do not borrow any money or begin paying for college without having a plan in place!

Student Positioning

Assessment/Aptitude Evaluation
Unlimited license to access the best online career/college planning tools available. This interactive self-directed website is the most comprehensive database available for career/college planning.
Student Positioning Session
We conduct a phone meeting with the student and parent(s) to review and interpret the results of the online evaluation. The ultimate goal is to find colleges that best match the student’s career interests, academic level and strengths, as well as other intangibles. Properly positioning the student’s college choices greatly enhances the chances of acceptance at the school of choice with a favorable financial aid package.

Forms ​Processing

Submit Your FAFSA

The FAFSA must be completed if you want to qualify for any financial aid.  Do not minimize the importance of completing this form properly.  The US Department of Education said the majority of people fill out the FAFSA form in such a way that they do not receive all the aid for which they are eligible.

Register for and Submit the CSS Profile

Many private schools require the Profile form, which includes additional financial and personal information.

Complete Any Institutional Form

Many schools have their own forms that need to be completed in addition to the ones already mentioned.

Confirm Accuracy of the SAR and Make Adjustments

We will make adjustments to your FAFSA after your tax returns have been filed.

Analysis of Financial Aid Awards

We analyze your financial aid awards to determine whether you have been properly awarded or if an appeal is in order.

Direct Appeals Process

If needed, we will direct the appeals process on your behalf to the schools to maximize your financial aid award.

College Loans

We will consult you on the best college loans available for your situation and the process for securing them.

On-going Communication

You have direct access to your College Funding Advisor, Student Positioning Counselor, and Service Center Consultant throughout the entire process.  We also utilize teleconferences and the Clients Only section of our website to keep you up to date.