NEW! For Seniors

It’s Senior year… and it’s crunch time.

Going through the financial aid process for the first time can be overwhelming and stressful.

My Financial Aid & Scholarships Success Services and Workshops give you inside knowledge about the application process for both need-based and merit-based awards, save you time and ensure your success.

Financial Aid and Scholarships Success Services

Services for FAFSA and CSS Profile

These services provide one-on-one advising to accurately complete applications, submit them on time and maximize financial aid potential. Don’t leave financial aid money on the table!

Here’s how I work to support you…

  1. Meeting 1: We discuss your financial situation, and I answer your questions about the process.
  2. We create a timeline to make sure you meet your deadlines.
  3. Meeting 2: We find ways to boost your financial aid eligibility.
  4. I put together a personalized checklist of what you do and do not need to report.
  5. I audit your applications and check for accuracy.
  6. Meeting 3: We make any final changes to your applications before submission to reduce follow-up from colleges.

Focused on getting the most merit scholarships?

Colleges give $10,000s to students every year,
including international students!

Services for Merit Scholarships

The best opportunities for scholarships come from the colleges your student is applying to. Each college has different policies, scholarships and timelines, so the process is complex and requires a detailed plan to earn every dollar your student is eligible for.

Here is how I support you with the scholarship process…
  1. Meeting 1: We review your student’s college merit process and how to select the most generous colleges.
  2. I deliver a side-by-side analysis of your student’s colleges based on their potential for merit scholarships.
  3. I provide a detailed report for up to 30 colleges of every college’s scholarships, their requirements and application timelines. View example report
  4. Meeting 2: We strategize on a plan for successful scholarship applications, including outside scholarships.

Interested in a one-hour advising session?


Workshops

Our small-group, interactive workshops help you tackle the toughest parts of financial aid applications and save you time.

Each workshop is limited to 10 participants, so reserve your spot today!

With 3x as many questions about your finances as the FAFSA, most parents find the CSS Profile especially challenging with few resources to help.

  • “How do I enter report about my home equity?”
  • “What income is counted and not counted?”
  • “How should I answer questions about my ability to pay for college?”

This 1-hour workshop will answer your questions and provide you the information you need to…

  • Know what financial information does and does not need to be reported on CSS Profile.
  • Identify common mistakes and pitfalls specific to CSS Profile.
  • Receive tips and strategies on filling out applications to boost your financial aid eligibility.

Save time and get immediate answers on the hardest sections of the CSS Profile.

2022 Dates: Coming October 2023

Cost: $95

As a BONUS, there will be an additional 30-minute Q&A to give you more time to ask questions and get the answers you need.

If you are a single or divorced parent, understanding the various forms and what information needs to be submitted is especially stressful and confusing.

  • “How is custody determined, and which parent needs to submit their info?”
  • “How does child support or alimony impact financial aid?”
  • “What if my divorce agreement does or does not include paying for college?”

This 1-hour workshop will answer your questions and provide you as a single parent the information you need to…

  • Know who’s financial information does and does not need to be reported.
  • Identify common mistakes and pitfalls that reduce your financial aid.
  • Receive tips and insights on filling out applications as a single parent.

Don’t go it alone. Get the extra support you need to reduce the stress and find success.

This workshop covers both FAFSA and CSS Profile!

2023 Dates: Coming October 2023

Cost: $95

As a BONUS, there will be an additional 30-minute Q&A to give you more time to ask questions and get the answers you need.

As a business or property owner you may have additional reporting requirements, but the rules on when and how to submit that information are hard to understand and open to interpretation.

  • “Does owning a business reduce my financial aid eligibility?”
  • “What are the rules for when to report my business?”
  • “What if I have multiple businesses or investment properties?”

This 1-hour workshop will answer your questions and provide you as an owner with the information you need to…

  • Know what information about your business or properties does and does not need to be reported.
  • Avoid common mistakes and pitfalls that reduce your financial aid.
  • Receive tips and strategies on filling out applications when you own a business or properties.

Learn the rules, get answers to your questions and set yourself up for success.

2023 Dates: Coming October 2023

Cost: $95

As a BONUS, there will be an additional 30-minute Q&A to give you more time to ask questions and get the answers you need.


Sign up for more information