Full-Service Package Upgrade

Details

The Full-Service package is our best service. It’s a comprehensive and integrative range of college planning services — your one-stop shop for college planning with the help of experienced professionals.

We take the strategic steps necessary, so you and your student have the optimal college planning experience with the most success!

Our seasoned advisors manage the process for you, taking away any guess work. We are right beside you on this journey, strategically coaching and consulting you and your student through the college planning process. We know the pinch points, and we know how to maneuver around them successfully.

We help guide your student through these key areas in the college planning process with personalized attention:

One-on-One Virtual Student Counseling with an Assigned Advisor for Your Student

• Guide career assessment and optimal career selections
• SAT/ACT/PSAT test preparation
• Guide college selection and acceptance decisions
• Provide direction on writing effective college essays
• Assist with college applications
• Stay on top of key tasks, paperwork, and deadlines
• Assist with best scholarship searches
• Provide detailed reports for parents after every meeting

Financial Aid Data Gathering and Processing

• Assist with Free Application for Federal Student Aid (FAFSA) completion and CSS Profile
• Analyze financial aid and merit awards
• Help with appeal letters
• Answer questions with research and experience before you make decisions that have long-term consequences

College Funding Strategies

• Complimentary college funding strategy session with a preferred fiduciary financial planning advisor

Considerations

Is This Package Right for You?

Steering your student through the college planning process is not easy, especially for parents who work.

With our Full-Service package you have the security of knowing that you have an expert team at your fingertips for help and advice at every critical milestone.

Colleges are getting more selective and competitive. Even if your student has worked hard, getting into his or her college or university of choice can be challenging.

Our advisors do the heavy lifting to give your student the best opportunity to get into his or her school of choice—at the best value.

Considerations for this package:

• How much time do you have to dedicate to your student’s college planning process?

If you are busy like many parents, you don’t have the time or energy—but we do.

• How effective is your student at managing his or her time and meeting critical deadlines?

Better yet, how effective are you at staying on top of your student to complete critical tasks?
We get right to work and create a personal plan for your student’s success.

• How well does your student take constructive feedback from you?

If the answer is, “Not well,” then we have a solution for you with the full-service package.

• Do you want your student to have the best opportunity to get into a college or university of choice?

If the answer is yes, then know our advisors will spend an average of 40 – 60 hours with your student to give him or her the best opportunity to get into a preferred college or university at the best value.

Benefits

Benefits of the Full-Service Package

For the Full-Service package, you turn the college planning process over to our experts.

We work hand in hand with you and your student to personalize and optimize the college plan.

• You have a well-thought-out, strategic plan for college that we implement for you.
• We walk you and your student through critical tasks and deadlines in the college planning process—you will not miss a deadline!
• The biggest benefit of this package is having the reassurance that you and your student have made the best choices possible, given your student’s credentials and preferences.

For busy families, this is a great package for you to be sure you have a strategic plan with optimum opportunities for your student, with expert advice at every milestone in the journey.

Price

A single payment of $3,495 for the first student provides you with exclusive services from our college planning experts who will implement a personalized plan for your student.

Note that each additional student in the same family using the services is billed at a reduced rate of $1,500.

A complimentary college funding strategy session with a preferred fiduciary financial planning advisor is also included.