Hybrid Package

Hybrid Details

As the name suggests, Hybrid packages offer a nice blend—still a project you take on, but with help from our experts at key points in the College Planning process (like FAFSA!).

This package gives students and families a roadmap to help navigate the college planning process AND the opportunity to seek expert advice at critical times. Similar to the DIY package, families also have access to helpful resources, tips, and tools on our website.

Examples of what is included in the Hybrid package:

• Pointers on best academic plan to get into college
• Recommended “to do” actions for each student year
• Career assessment app and guidance for using it
• Guidance on career and college selections
• Guidance on best SAT/ACT test preparation tools and test-taking strategies with a one-time SAT/ACT prep subscription to our preferred tool
• Access to helpful templates and resources
• Pointers on writing college application essays
• Guidance on financial and merit-award analysis
• Links to the best scholarship searches
• Guidance on college acceptance and how to complete award appeals
• Virtual consultation meetings with an experienced College Planning Advisor during these critical times like:
  Walking through and completing the Free Application for Federal Student Aid (FAFSA)
  Award letter review and up to 3 scripted appeal letters/strategy for the top 2-3 colleges
  One hour of consulting time for an area of your choice

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

Considerations

Is This Package Right for You?

Your time, effort, and dedication are big factors in the success of the Hybrid package.

You have the convenience of having strategic tools and resources at your fingertips and the flexibility to navigate in a way that works best for you and your student.

Additionally, you have the security and reassurance that you are making the right decisions—or adjustments—at key milestones in the process based on personalized consultations with our experts.

The Hybrid package works best for parents who have time to steer the college process and a good working relationship with their student.

College planning takes work, and as a parent, you will be giving your student advice and assigning tasks.

Consider:

• How much time do you have to dedicate to this project?
• How effective are you at scheduling and keeping track of those assignments?
• How well does your student take constructive feedback from you?
• Are you good at reading directions and steering your student through the recommended processes and steps?
• Are you and your student willing to listen to advice from experts who have been through this process many times with successful outcomes?

If you have the time and dedication—but want a little help from experts along the way—this is a great package for you and your student at a great value.

Benefits

Benefits of the Hybrid Package

For the Hybrid family, there are a lot of positive outcomes and satisfaction with this package:

• You have a well-thought-out, strategic plan to follow for college.
• You are saving money!
• You and your student will have a sense of accomplishment for achieving each milestone together.
• You have direct control over the process—the recommended steps are mapped out for you, but you can customize the process to fit your student’s needs, as well as your family’s.
• You will have a greater sense of enjoyment—this is your baby! You get to have planned, purposeful, one-on-one meetings with your student, helping him or her make successful plans for the future.
• The biggest benefit of this package is having the reassurance that you have made good choices at key milestones with expert advice to help you.

Here’s the best part—you can always upgrade!

If you need more advice and help, you can upgrade to our full-service package at any time.

Price

A single payment of $1,295 per student provides you with an exclusive membership to our college planning website, which provides resources and updates until your student graduates high school.

Additionally, you receive 3 scheduled sessions with our experienced college planning professionals at critical milestones in the process.

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