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Our Services

Applying for financial aid can be daunting, but we're here to help. Our goal is to make the process as personalized and stress-free as possible. We understand that sharing private financial and personal information can be challenging, so we prioritize confidentiality, respect, and empathy in all our interactions with families.

Contact us to schedule a free 15-minute Zoom consultation.

High School Seniors

Full Service Financial Aid Process Consultation

High School Freshmen, Sophomores, and Juniors
Net Price Calculator Discussion

Award Letter Review and Appeal Preperation

​Unlimited access to Mike during the application process, including emails, phone calls, or Zoom 

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  • Support with completing the FAFSA and CSS Profile*

  • A thorough review of your personal and business tax returns with a discussion of what colleges are looking for

  • Completion and discussion of up to 10 college's Net Price Calculators**

  • A spreadsheet that compares all school's calculations

  • Review of financial aid award offers

  • A personalized spreadsheet to compare each college's estimate, process, and award

  • Cost: $695.00

    *Clients are not charged specifically to complete the FAFSA® /College Board CSS Profile®; they are charged for assistance with the entire process.

    **While colleges are federally mandated to have Net Price Calculators on their websites, not all calculators are created equal. Estimates are based on each institution's calculator's functionality. 

It helps to understand your potential financial aid eligibility before
you begin applying.

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  • Two one-hour Zoom meetings to discuss the aid process, an introduction to Net Price Calculators.

  • A review of your current personal tax information, business taxes, and explanation of other items colleges use when determining aid eligibility

  • Up to five Net Price Calculator estimates** 

  • Personalized next steps document

  • ​​Cost: $350.00 

Having read hundreds of appeals, we can strategize ways of requesting an increase in merit or need-based awards

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  • Assistance with preparing an appeal based on clarifying new information and exceptional circumstances. 

  • One-hour Zoom session to cultivate an effective appeal letter

  • Cost: $275

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