The Method

College Money Method puts your college dream at the center of financial aid planning

If you’re like most families, you’re looking for answers to questions when it comes to affording college.

• Do I make too much money to qualify for financial aid?
• What are ways to get the most money from each college?
• How do I keep on track with other financial goals while paying college?

If you’re feeling overwhelmed by the financial aid process, you’re not alone. The amount of forms and college-specific requirements turn the process into a frustrating, full-time job.  Learning all of the rules and deadlines make it all that more difficult.

I’ll be your advisor and expert every step of the way. Wherever you are in the process, I’ll guide you toward your college dream.

I start with your college dream…

My method begins with a conversation focused on you. I work to understand what you want to achieve and align my approach to make your college dream a reality.

…then understand how your financial situation impacts college aid awards.

I use latest financial aid formulas to show you how your income, savings and investments impact your Expected Family Contribution (EFC).

Then, we work together on strategies to decrease your contribution and get more money from colleges before you even apply.  

I detail your cost for every college on your list…

It’s critical that you know what you will pay at every college before you apply. I give you detailed estimates of financial aid packages for every college on your list.

Then, we work together to incorporate affordability into your college rankings and set expectations early about what colleges are financially in reach. 

…and fill out all financial forms.

I eliminate the stress of making errors in the sea of required forms. I make sure every form is accurate and submitted by each college’s deadline, so you can focus on the actual college application.  

As I double check for accuracy, I’ll make sure you are implementing every strategy to get the maximum amount of aid.

I research payment options, giving you choices to afford the rest…

You can plan ahead and understand the multiple payment options you may have over the next four years. 

Based on your other financial goals – debt reduction, retirement, etc… – I research and present multiple scenarios of how to pay for costs beyond grants and scholarships. 

…and evaluate and help negotiate your award letters.

I review each financial aid award letter and provide a detailed, side-by-side comparison outlining its impact on your financial plan. 

We work on ways to appeal and negotiate better awards using data about the college and other awards they have given to families like yours.

Together we create a renewed financial plan incorporating your college choice.

We’ll work to create a plan to meet your financial life goals, even with the added costs of college. You will leave with  knowledge of what tax breaks you can take to offset your costs, putting more money back toward your other financial goals.

I work with families like yours to make the college dream affordable.

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