College Funding Package


College is expensive and the financial details can be complicated and confusing. Our financial advisors will evaluate your situation and make recommendations to help you determine the best strategy to pay for College.

  • Provide detailed aid eligibility analysis with financial aid and scholarship estimates
  • Discuss preliminary eligibility for college-awarded scholarships
  • Determine, if any, financial boundaries for college selection
  • Design college funding plan
  • Estimate EFC (Expected family Contribution) for FAFSA and, if required, CSS Profile
  • Review financial awards (as appropriate) and clarify family financial obligations to the college