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College Financial Planning

The fact is that cost of a 4-year college totals between $100,000 to $300,000 per Student, yet the college expenses have increased by an average of 6.5% from the past years, and it's continuing trending upwards. Financial Aid is by far the best resource that can help reduce the financial burdens for the parents. Almost 66% of US college students use Financial Aid to pay for their college education.


College Financial Planning - Need Analysis + Planning + Proposal

Private Consultation with Certified College Funding Specialist (CCFS®)

  • Calculate and evaluate your Expected Family Contribution (EFC)

  • Provide planning recommendations to maximize Financial Aid opportunity

  • Design College Financial Planning strategies that are suitable to your family's needs 


One-on-One FAFSA Application Assistance

  • One on one meeting for registration and completion of FAFSA & CSS Profile, review SAR.

  • Analysis of Financial Aid awards, Student & Parent Loan considerations.

  • Guidance of negotiation and appeals.

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