The Packages We Offer

We work with the College Planning Network (CPN) for a variety of reasons including, but not limited to: electronic filing of financial aid forms; access to current legislation, processes, and information; and, for additional support. They are a trusted resource that will assist you throughout the process. CPN will contact you directly via email and/or phone to obtain information. CPN operates a website you may access to view the status of your financial aid documents. CPN will be charging the monthly fee, if applicable, to your credit card.

GETTING-STARTED

The GETTING-STARTED Package includes:

  • Provide complete financial overview on college and retirement planning, including cash-flow strategies for college years and beyond.
  • Provide financial aid award estimates for an unlimited number of schools, including EFC (expected Family Contribution) calculation.
  • Recommend additional schools for consideration.
  • Develop a cash-flow strategy for college years and beyond.

BASIC

The BASIC Package includes:

  • Getting-Started Package.
  • Education Services:
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success.
  • Financial Aid Data Processing
  • Complete planning checklist.
  • Complete any and all financial aid forms.
  • Make needed adjustments to Student Aid Report.
  • Negotiations and Appeals
  • Customized report evaluating aid award offers.
  • Provide negotiation templates for use by family.
  • Value-Adds
  • Monthly e-letter.
  • College funding Tip-of-the Week.
  • Unlimited support for parents and students.
  • Peace of Mind throughout the college admissions process.

B.E.A.R.

The B.E.A.R. Package includes:

  • Getting-Started Package.
  • Basic Package.
  • Additional Education Services:
  • Admission application review.
  • Admission essay review.

ESSENTIALS

The ESSENTIALS Package includes:

  • Getting-Started Package.
  • Education Services:
  • Student assessment.
  • Personalized, private student interview.
  • Personalized chances-of-enrollment report.
  • SAT Prep Course.
  • ACT Prep Course.
  • Financial Aid Data Processing
  • Complete planning checklist
  • Complete any and all financial aid forms
  • Make needed adjustments to Student Aid Report.
  • Negotiations and Appeals
  • Customized report evaluating aid award offers.
  • Provide negotiation templates for use by family.
  • Value-Adds
  • Access to group coaching expert sessions.
  • Roadmap for Success.
  • Monthly e-letter.
  • College funding Tip-of-the Week.
  • Unlimited support for parents and students.
  • Peace of Mind throughout the college admissions process.

AP

The AP Package includes:

  • Getting-Started Package.
  • Education Services:
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success.
  • Personalized chances-of-enrollment report.
  • SAT Prep Course.
  • ACT Prep Course.
  • Personalized scholarship eligibility report.
  • Admission application review.
  • Admission essay review.
  • Access to group coaching expert sessions.
  • Financial Aid Data Processing
  • Complete planning checklist.
  • Complete any and all financial aid forms.
  • Make needed adjustments to Student Aid Report.
  • Access to loan analyzer expert session.
  • Access to financial aid bootcamp expert session.
  • Negotiations and Appeals
  • Customized report evaluating aid award offers.
  • Provide negotiation templates for use by family.
  • Access to award letter evaluator expert session.
  • Access to award package negotiator expert session.
  • Value-Adds
  • Monthly e-letter.
  • College funding Tip-of-the Week.
  • Unlimited support for parents and students.
  • Peace of Mind throughout the college admissions process.

SCHOLARS

The SCHOLARS Package includes:

  • Getting-Started Package.
  • Education Services – see Advanced Placement Package services plus:
  • Individualized SAT/ACT study plan.
  • Additional one-on-one private coaching sessions from:
  • The SAT/ACT coach.
  • The Essay Coach.
  • The Interview Coach.
  • The Career Coach.
  • The College Internship Coach.
  • The Student Resume Coach.
  • The Application Coach.
  • The Undergrad Accountability Coach.
  • Financial Aid Data Processing – see Advanced Placement Package services.
  • Negotiations and Appeals – see Advanced Placement Package Services.
  • Value-Adds – see Advanced Placement Package services.