Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

Work With Us

We provide the Advantage You Need for the College Journey

Our Services

What You Can Expect to Pay- School Specific Cost Analysis

Discover the “true” cost of each university on your list as well as what financial aid can be expected or what potential merit aid the college may offer. We’ll provide you important details including your expected costs based on the SAI (Student Aid Index) number you receive after submitting the FAFSA. We also factor in potential upcoming changes in the family dynamics including job changes or changes in assets. In many cases, private colleges you thought were way out of your price range may actually be more affordable than public colleges because of how they calculate their aid packages.

Family Financial Analysis and Action Plan

How You Can Pay Less for College

We provide a detailed analysis of your family finances and how that will affect your financial aid offers . Most importantly, we also examine what can potentially be done to lower your Student Aid Index to maximize financial aid packages to gain an informed understanding of what can you expect to pay for college for your student. Even families earning well into the six figures can take action that can significantly impact your ability to qualify for

Early Look- grades 7-10

Plan Now…. So You’ll Pay Less Then

7/8th Grade, Freshman and Sophomore years are the perfect time to examine your finances, assets and investments to determine how to best position your family to afford college and not have to spend down your retirement savings in the process. We will take a look at what your SAI (Student Aid Index, formerly Expected Family Contribution) looks like at this point and what can you do now and in the next few years to maximize your need and merit based aid and reduce your costs for college.

Additional Services:

College Process:

  • FAFSA and CSS Profile Filing Assistance

  • Financial Aid and Merit Package Analysis and Appeals

  • Customized Scholarship Search

  • Application Essay Coaching

  • College Interview Coaching

  • SAT/ACT Prep and Practice Testing

  • Financial Literacy for College Students - “Adulting 101”

  • Creating Your Student Resume and LinkedIn Profile

After College Graduation:

  • Creating Your First Professional Resume and LinkedIn Profile

  • How to Conduct Your First Professional Job Search

  • Professional Interview Prep and Practice

  • Financial Literacy for College Graduates- “Adulting 102”

FAFSA and CSS Profile Guidance and Assistance

We will provide education, explanation and guidance to ensure you fill the FAFSA out correctly. Up to 90% of FAFSA forms include mistakes that can cost your family thousands of dollars aper college year. We even provide white-glove service where we will assist you live via Zoom as you fill out these crucial documents to give you peace of mind and reduce stress.