College Funding Services

College is expensive and the financial details can be complicated and confusing.  A College Funding Specialist evaluates your current situation and works with you to determine the best payment strategy, because taking loans and/or writing checks is usually not the best strategy.  Financial aid and merit scholarships notwithstanding, most clients find a more efficient way to pay for college with this service.

Please read our Scope of Services document before making your purchase.

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A College Funding Specialist Can

  • Provide detailed college aid eligibility analysis with grant, scholarship and student/parent loan estimates
  • Assess preliminary eligibility for campus based merit scholarships
  • Determine, if any, financial boundaries for college selection
  • Design college funding plan for each year of college - i.e. How To Pay For College
  • Estimate SAI (Student Aid Index) for FAFSA and EFC (Expected family Contribution) for CSS Profile
  • Discuss use of Consensus Methodology
  • Assist with preparation and review each financial aid document prior to submission
  • Review financial awards (as appropriate) and clarify family financial obligations to the college
  • Provide forms review for each year of college

Additional information

Payment Options

Single Pay, 4 Pay