Planning process
- Review your financial documents and prepare analysis
- Calculate your Expected Family Contribution (EFC)
- Drill down your ability to pay as perceived by colleges based on your income, assets and other resources
- Pinpoint areas where your resources maybe be heavily assessed
- Project aid packages from colleges on your tentative list
- Recommend strategies applicable and unique to your financial situation
- Income planning and asset repositioning
- Tax planning pertinent to college funding
- Loan and cash flow planning
- Other strategies that enhance your aid eligibility
- Meet to discuss the strategies
- Follow-up and on-going support