Your partner in the financial aid process
Our Services
Offering help where you need it
1 Hour Live Consultation
Ask a specific application question
Review financial aid award components
Application Filing Consultation
Gather all necessary information in the initial meeting and help you file the forms
Provide detailed instructions on how to submit both the FAFSA and CSS Profile
Complete a final review before submission
Answer any application questions
Comprehensive Consultation
Gather all necessary information in the initial meeting
Complete the CSS Profile online and provide instructions for completing the FAFSA
Review award letter details
Compare award letters received from different schools
Discuss any possible appeal opportunities
Assist with Federal Verification (audit) if selected by the Department of Education
Unsure where to begin? Contact me to discuss how I can support your unique needs.
Due to the new FUTURE Act regulations for academic year 24/25 the following services are not included:
File the FASFA on the student’s behalf
Complete the College Board’s Business/Farm Supplement form, if required. We can provide you with the form and you can either fill it out yourself or work with your accountant/tax preparer.
Cannot submit tax documents. The student will have to upload those to the College Board’s IDOC or submit them directly to the school.
