What will you get in the program:
- Getting a realistic cost of college in the search process
- Understanding chances for merit and need-based aid
- Understanding affordability for your situation
- Avoiding the gotchas(!) in the twists and turns of financial aid
- Help in filling out the financial aid forms
- Understanding which college gave you the best offer and what the college will truly cost
- Understanding how to ask for more aid
- Understanding the various payment options and how to determine which is right for you
Specifically, what you get help with:
What is it? Individualized, fully customized 1:1 advice, where we do most of the work for or with you. We handle the research, the analysis, and develop strategies fully tailored to your student and family.
Ideal for... OR (next category)Self-employed / business owner or “Complicated” finances (divorce, inheritance, etc.)
Student Grade 8th - 12th
- Financial Aid and Payment Strategies Fully customized
- Individual meetings Unlimited, but as needed
- Monthly webinars
- Monthly open office hours
- Email support
Overview of topics covered:
- Overview of financial aid
- Review school list for aid considerations / Suggest other schools
- Calculate Expected Family Contribution
- Determine initial strategies to increase aid and/or payments
- Determine affordability
- Debt payoff strategies, if needed
- Assist completing financial aid forms (Senior year only - younger than seniors this would be part of the annual on-going consulting fee)
- Retirement income planning
- Compare aid awards and negotiation strategies
- Review private and public loan options
Take the next step
Click below for a complimentary 30-minute initial consult
Reach out to Jack Wang 877-226-4157
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