Module 2: Financial Document Preparation, Award Letter Review & Appeals

This module includes professional oversight of the financial aid application and college funding process.  We will:

  • Help you generate aid estimates using federally mandated Net Price Calculators (NPC) on college websites
  • Determine “aid eligibility” at each college irrespective of the NPC estimate
  • Identify the application forms that must be filed at each college (FAFSA, CSS Profile, College Specific Application, Noncustodial Profile, Business Supplement),
  • Work with you to collect and organize the required tax and financial data for your applications,
  • Prepare and submit the aid applications
  • Assist with compliance for Federal IRS data retrieval process,
  • Evaluate the financial aid packages from each college,
  • Compare your aid packages with the Net Price Calculator estimates,
  • Assist with the appeals process if your financial aid package is substantially less than your aid eligibility,
  • Provide assistance to noncustodial parents when required[1]

Cost: $1,495 [2]

Typical time to complete:  Up to 7 months depending on start time

Module is finished when:  Student has submitted deposit to college of choice 

[1] For divorced/separated parents seeking financial aid and/or business owners seeking financial aid, the fee may be increased due to the number of forms that need to be filed and the increased interaction time.

[2] For divorced/separated parents seeking financial aid and/or business owners seeking financial aid, the fee may be increased due to the number of forms that need to be filed and the increased interaction time.

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