$2,997.00 USD

Financial Planning & Analysis

Our "numbers only" program is for the family comfortable with the admission and form filing process but who feel left in the dark regarding actual costs and writing checks to the schools. We'll review which assets you'll be asked to report, as well as options and outside-of-the-box considerations. You will maintain control of FAFSA, CSS, and IDOC reporting.


What you'll get:

  • Financial Planning & Analysis
    Review of family financials
    Federal EFC/SAI
    Institutional EFC
    Funding Strategies
    Tax savings before, during, and after college
    Access to a Certified Student Loan Planner


What People Are Saying:

I cannot tell you how much we appreciate you. I know, without a doubt, that if it weren’t for you, Katie would not be at Pepperdine. She is having the time of her life! 

Cherie W. - Chandler, AZ

Thank you for you very much for you support throughout my college years. I’m proud to say that I’m graduating with honors and with a job offer from Deloitte & Touche as a Risk Consultant. I’m really excited about life beyond college.

Charmaine H. - Graduate, University of Southern California

Thank you for making my dream of attending Dartmouth College a reality! I would not be all the way out in New Hampshire if it wasn’t for you. I absolutely love the school and can’t imagine myself anywhere else. Thank you so much for you help and support.

Krista M. - Student, Dartmouth College