Service Programs

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 picture 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 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, Evaluation & Planning Services are customized to support junior & senior families to succeed in 3 critical areas of the college evaluation and planning for the financial aid process.

What you will achieve…

  1. Establish goals for your college financial plan.
    Get the background you need on how financial aid will work for you. Bring clarity and precision to how you can pay for college
  2. Understand your financial aid eligibility and increase award opportunities.
    Get inside knowledge on how financial aid rules determine how much you pay and your aid eligibility. Learn how to increase the money you receive from colleges.
  3. Compare college financial aid awards and cost.
    Know how much the colleges you’re considering will offer in financial aid before applying. Create more options and explore colleges that offer more generous awards.

What this services engagement provides you…

  • 5 individual meetings centered around your college choices and financial goals in paying for college.
  • 4 personalized financial reports.
  • 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.
  • Discussion of affordability scenarios for these colleges given your financial plan.

Comprehensive Services supports junior and senior families throughout the entire college financial aid process from pre-application college evaluation to award appeals and building a 4-year plan.

What you will achieve…

  1. Establish goals for your college financial plan.
    Get the background you need on how financial aid will work for you. Bring clarity and precision to how you can pay for college.
  2. Understand your financial aid eligibility and increase award opportunities.
    Get inside knowledge on how financial aid rules determine how much you pay and your aid eligibility. Learn how to increase the money you receive from colleges.
  3. Compare college financial aid awards and cost.
    Know how much the colleges you’re considering will offer in financial aid before applying. Create more options and explore colleges that offer more generous awards.
  4. Organize and complete all financial aid applications.
    Receive individualized guidance on how to accurately complete applications on time. Discover, track and apply for all merit scholarships at your colleges.
  5. Evaluate financial aid offers and strategize on appeals.
    Compare your financial aid awards and understand requirements for renewal. Learn when and how to successfully appeal for more money.
  6. Create a 4-year plan maintain your awards and pay for the rest.
    Develop a financial plan for your full 4-year investment. Evaluate your various payment and financing options to make the best choice for financing.

What this services engagement provides you…

  • 11 individual meetings centered around your college choices and financial goals in paying for college.
  • 9 personalized financial reports.
  • 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.
  • Discussion of affordability scenarios for these colleges given your financial plan.
  • 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.

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 to 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.
  4. Develop a high school financial plan to increase award opportunities and afford college.

What this services engagement provides you…

  • 3 individual 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.

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.

Contact me for a free consultation.

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