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:

  • Calculation of Expected Family Contribution (EFC).
  • Recommendations for reducing the EFC.
  • Financial aid award estimates for an unlimited number of schools.
  • Personalized college funding solution.
  • Complete financial overview on cash-flow strategies for college years and beyond.

BASIC

The BASIC Package includes:

  • Calculation of Expected Family Contribution (EFC).
  • Recommendations for reducing the EFC.
  • Financial aid award estimates for an unlimited number of schools.
  • Personalized college funding solution.
  • Complete financial overview on cash-flow strategies for college years and beyond.
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success (Guide for Freshman-Senior years in high school).
  • Planning checklist with timelines/deadlines and automatic updates.
  • Completion of financial aid forms (FAFSA, CSS, Institutional, etc.).
  • Confirmation of Student Aid Report (SAR), with adjustments as needed.
  • Customized report evaluating aid award offers.
  • Negotiation templates, if family under-awarded).
  • Monthly e-letter.
  • Emails directing actions to be taken and when.
  • Interactive online access for students and parents.
  • Unlimited support.

B.E.A.R.

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

  • Calculation of Expected Family Contribution (EFC).
  • Recommendations for reducing the EFC.
  • Financial aid award estimates for an unlimited number of schools.
  • Personalized college funding solution.
  • Complete financial overview on cash-flow strategies for college years and beyond.
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success (Guide for Freshman-Senior years in high school).
  • Admission application review.
  • Admission essay review.
  • Planning checklist with timelines/deadlines and automatic updates.
  • Completion of financial aid forms (FAFSA, CSS, Institutional, etc.).
  • Confirmation of Student Aid Report (SAR), with adjustments as needed.
  • Customized report evaluating aid award offers.
  • Negotiation templates, if family under-awarded).
  • Monthly e-letter.
  • Emails directing actions to be taken and when.
  • Interactive online access for students and parents.
  • Unlimited support.

ESSENTIALS

The ESSENTIALS Package includes:

  • Calculation of Expected Family Contribution (EFC).
  • Recommendations for reducing the EFC.
  • Financial aid award estimates for an unlimited number of schools.
  • Personalized college funding solution.
  • Complete financial overview on cash-flow strategies for college years and beyond.
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success (Guide for Freshman-Senior years in high school).
  • ACT / SAT prep courses.
  • Planning checklist with timelines/deadlines and automatic updates.
  • Completion of financial aid forms (FAFSA, CSS, Institutional, etc.).
  • Confirmation of Student Aid Report (SAR), with adjustments as needed.
  • Customized report evaluating aid award offers.
  • Negotiation templates, if family under-awarded).
  • Monthly e-letter.
  • Emails directing actions to be taken and when.
  • Interactive online access for students and parents.
  • Unlimited support.

AP

The AP Package includes:

  • Calculation of Expected Family Contribution (EFC).
  • Recommendations for reducing the EFC.
  • Financial aid award estimates for an unlimited number of schools.
  • Personalized college funding solution.
  • Complete financial overview on cash-flow strategies for college years and beyond.
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success (Guide for Freshman-Senior years in high school).
  • Admission application review.
  • Admission essay review.
  • ACT / SAT prep courses.
  • Planning checklist with timelines/deadlines and automatic updates.
  • Completion of financial aid forms (FAFSA, CSS, Institutional, etc.).
  • Confirmation of Student Aid Report (SAR), with adjustments as needed.
  • Customized report evaluating aid award offers.
  • Negotiation templates, if family under-awarded).
  • Monthly e-letter.
  • Emails directing actions to be taken and when.
  • Interactive online access for students and parents.
  • Unlimited support.

SCHOLARS

The SCHOLARS Package includes:

  • Calculation of Expected Family Contribution (EFC).
  • Recommendations for reducing the EFC.
  • Financial aid award estimates for an unlimited number of schools.
  • Personalized college funding solution.
  • Complete financial overview on cash-flow strategies for college years and beyond.
  • Student portfolio development and assessment.
  • Personalized, private student interview.
  • Roadmap for Success (Guide for Freshman-Senior years in high school).
  • Admission application review.
  • Admission essay review.
  • ACT / SAT prep courses.
  • 2nd personalized, private student interview.
  • Personalized, school-specific scholarship eligibility report.
  • Personalized, in-depth chances of enrollment report.
  • Access to expert coaching sessions, with documents/toolkits.
  • Individualized SAT/ACT study plan.
  • Coaching sessions: ACT/SAT; Application; Essay; Interview; Career; Internship; Student Resume.
  • Myers-Briggs assessment and consultation.
  • Planning checklist with timelines/deadlines and automatic updates.
  • Completion of financial aid forms (FAFSA, CSS, Institutional, etc.).
  • Confirmation of Student Aid Report (SAR), with adjustments as needed.
  • Customized report evaluating aid award offers.
  • Negotiation templates, if family under-awarded).
  • Monthly e-letter.
  • Emails directing actions to be taken and when.
  • Interactive online access for students and parents.
  • Unlimited support.