Discover What You Should Know When
Preparing for College

We’ve compiled a list of helpful college planning information for you to ace college planning on the road ahead.

Want to avoid the college planning trap?​

Our College Planning Services consist of, but are not limited to, the following:

Instructional Workbook         Educational Services
College Funding Strategy        Financial Aid Data Gathering and Processing

Education Services

  • Student Portfolio Development and Assessment
  • Personalized Private Student Interview
  • Road Map for Success
  • SAT/ACT Prep Course
  • Personalized College Scholarship Eligibility Report
  • Admission Application and Essay Review
  • Access To All Right Fit Group Coaching Expert Sessions and Coaching
  • Documents/Toolkits

College Funding Strategies

  • Calculate Expected Family Contributions (EFC)
  • Provide Planning Recommendations to Reduce EFC
  • Provide Recommendations for Best Way to Pay Your Share of College Costs
  • Provide Cost-Efficient Borrowing Strategies to Help Keep Financial Goals in Line
  • Provide Strategies That Legally Protect Your Savings and Retirement Accounts from Financial Aid Formulas

Financial Aid Data Gathering and Processing

  • College Planning Checklist/Roadmap With All Timelines and Deadlines
  • Complete Free Application for Federal Student Aid (FAFSA)
  • Register and Complete CSS PROFILE
  • Advise and Counsel on Stafford and PLUS Loan Applications
  • Provide Protection from Being Overlooked for Grants, Scholarships or Loans Due to Mistakes in Your Financial Aid Forms

Workshop Video

speaking engagement

  • Please contact us for a speaking engagement.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.

Or give us a call at 567.288.2251

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