College Planning

Planning process

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