Family Financial Positioning
Student Aid Index (SAI) Analysis – We provide a complete analysis of your SAI using both Federal and Institutional Methodology so that you know in advance what your out-of-pocket expense is before applying to each college.
Recommendation and Implementation to Reduce Your SAI – We show you how to take advantage of strategies that will enable you to legally and ethically reduce your SAI and maximize the amount of financial aid for which you are eligible.
College Statistics – We provide you with important statistics for each college you have requested so that you can compare colleges to one another to help you decide where to apply.
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 so that you have enough money to pay for all years your student(s) attends college.
Financial Aid Forms Processing
Submit Your Free Application for Federal Student Aid (FAFSA) – We submit your FAFSA on time and without errors so that you have access to all the money that is available to you.
Register for and Submit the College Scholarship Service (CSS) Profile – We Identify and submit to colleges that require the CSS Profile form so that you qualify for the college’s merit aid and your application is complete.
Complete Any Institutional Forms – We identify and submit to colleges that require additional forms and ensure they are submitted timely so that your application is complete.
Confirm Accuracy of the Student Aid Report (SAR) and Make Adjustments – We will ensure your form will be processed without any errors so that your financial aid award is not delayed.
Analysis of Financial Aid Awards – We analyze your financial aid awards to determine whether you have been awarded all the aid you deserve or if an appeal is in order.