· Provide College Planning Checklist With All Timelines & Deadlines To Be
Aware Of Which is Updated Electronically & E-Mailed Every Time Something Is Completed And/Or Missing
· Calculate
Expected Family Contribution (EFC)
· Provide Proprietary Tax Scholarship Information
· Provide Strategies
That Legally Protect Your Savings and Retirement Accounts From the Financial Aid Formulas.
· Provide Strategies
on How to Possibly Use Your Home Equity so that it Helps, Rather Than Hurts You in the Financial Aid Formulas
·
Provide Tax-Efficient Strategies to Help Keep Financial Goals in Line along with Cash Flow Strategies for College Years &
Beyond
· Provide Recommendations for the Best Way to Pay Your Share of College Costs
· Provide Planning
Recommendations to Reduce EFC
· Provide Complete Financial Overview on College, Taxes, Cash Flow, Retirement
and Develop a Plan to Improve Each of These Areas
· Complete Free Application For Federal Student Aid (FAFSA)
·
Register Your Student For The CSS / Profile
· Complete CSS / Profile & All Supporting Paperwork
·
Complete Any Additional Forms Required By The Individual Schools
· Confirm The Accuracy Of The Student Aid Report
(SAR)
· Make Any Necessary Adjustments To The SAR
· Complete All Stafford Loan, PLUS Loan, and Private
Loan Applications
· Protection From Being Overlooked for Grants, Scholarships or Loans Due to Mistakes in Financial
Aid Forms
· Spreadsheet Up To 3 Award Letters & Determine If Your Offer Was Fair
· Provide
Tested Negotiation Letters If You Were Under-Awarded
