Service Programs

Financial Services to afford your college dream

College is one of your largest investments. You need complete financial services for the financial aid process.

College Money Method services are tailored to where you are in the college finance journey. Each plan starts with your overall financial situation to give you the time-sensitive knowledge and actions you need to increase your financial aid awards and create a plan to pay for the rest.

As your fiduciary, I support you to make financial decisions around college with an eye to your entire financial well-being.

Premium Plan for Freshman & Sophomore Years

Will you be ready to afford college?

There are actions you should take in your Freshman and Sophomore years that have a positive impact on your financial aid opportunities. Get the advanced knowledge and custom roadmap you need to succeed.

The goals of the Early Financial Aid Assessment are to provide you with an early understanding of your future college costs and to uncover ways that the financial aid system can work to your advantage – improving your future awards. 

What you will achieve…

  1. Understand how the financial aid system works for your family’s financial situation.
  2. Calculate how colleges will assess your income and assets and what colleges will expect you to pay.
  3. Evaluate early options to improve your financial aid standing well before applying.
  4. Develop a high school financial plan to increase award opportunities and afford college.

What this services engagement provides you…

  • 3 deep-dive meetings to review your future college choices and set your financial goals
  • Analysis report of your future Expected Family Contribution using both FAFSA and CSS Profile methodologies
  • In-depth explanation of how your income and assets impact your financial aid standing
  • Recommendations report on financial strategies to improve your financial aid opportunities given your overall financial goals
  • Personalized plan & timeline for actions you can take in every year of high school to increase your financial aid opportunities

Premium Plans for Junior & Senior Years

What’s your college finance plan?

Starting in Junior year, it’s critical to get specific about your finances and how each college’s financial aid package impacts your ability to pay. Get a personalized guide through each step of the financial aid process and expand your award opportunities.

Putting insider knowledge together with your financial goals, Essential Services are customized to support families of Juniors & Seniors to succeed in 4 critical areas of the college evaluation and financial aid application process.

What you will achieve…

  1. Understand your estimated financial aid packages for each college on your list.
  2. Calculate how colleges will assess your income and assets and what colleges will expect you to pay.
  3. Evaluate ways to increase your financial aid packages and know your best financing options to pay the rest.
  4. Ensure that your financial aid applications are complete, accurate and submitted by the deadlines.

What this services engagement provides you…

  • 5 deep-dive meetings centered around your college choices and financial goals in paying for college
  • 1 additional on-demand meeting
  • Detailed analysis of your Expected Family Contribution using both FAFSA and CSS Profile methodologies
  • Recommendations on financial strategies to improve your financial aid opportunities
  • Comparative report on estimated financial aid packages for up to 20 colleges on your list
  • Discussion of affordability scenarios for these colleges given your anticipated financial aid packages
  • Management of all documents and information you need to complete your financial aid applications
  • Completing your financial aid forms: FAFSA, CSS Profile and college supplements

Comprehensive Services provides your Juniors & Seniors with comprehensive support from start to finish for the entire financial aid process, ensuring success in all 6 critical areas of the financial aid process.

What you will achieve…

  1. Understand your estimated financial aid packages for each college on your list.
  2. Calculate how college assess your income and assets and what colleges expect you to pay.
  3. Evaluate ways to increase the financial aid packages and know your best financing options to pay the rest.
  4. Ensure that your financial aid applications are complete, accurate and submitted by the deadlines.
  5. Interpret and compare award letters, including strategies to negotiate increased financial aid.
  6. Analyze loan and other payment options so you make the best choice in financing.

What this services engagement provides you…

  • 6 deep-dive meetings centered around your college choices and financial goals in paying for college
  • 1 additional on-demand meeting
  • Detailed analysis of your Expected Family Contribution using both FAFSA and CSS Profile methodologies
  • Recommendations on financial strategies to improve your financial aid opportunities
  • Comparative report on estimated financial aid packages for up to 20 colleges on your list
  • Discussion of affordability scenarios for these colleges given anticipated financial aid awards
  • Management of all documents and information you need to complete your financial aid applications
  • Completing your financial aid forms: FAFSA, CSS Profile and college supplements
  • Award letter report to standardize and analyze your financial aid packages with comparative insights
  • Strategies on how to negotiate and appeal your financial aid awards
  • Financial analysis of your payments over the next 4 years
  • Comparison of loans and other financing options to minimize impact to your debt and savings
  • Discussion of tax strategies during your child’s college years

Customized Hourly Services

Wherever you are in the process of figuring out your college finances, I’m here to help you. I’ll work with you to create a custom plan of action for whatever support you need, at the right price point for you.


Let’s discuss college affordability goals for your specific financial picture and create a plan together to achieve them. Take the first step and contact me.

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