Our Service Standards

Discover How College Planning Solutions® can help guide your family through the complex college planning process through any array of services such as:

Online tools to help guide the College Search/Selection process:

  • Self & Career Assessments tools including career video’s & salary information by state & profession
  • Keys to Preparing a College Resume
  • Determining Student/College fit
  • Assist in making the final college selection

Financial Aid:

  • Calculate your Expected Family Contribution
  • Asset/Income Strategies
  • Show you an Estimated Award by School BEFORE you apply
  • College by College “True Cost” Analysis
  • Assistance with the completion of the FAFSA and CSS/Profile
  • Analysis of Award Letters
  • Professional Judgement Assistance

College Funding Solutions:

  • Determine most cost efficient manner to pay for college expenses
  • Cash Flow, Debt Consolidation, and Mortgage analysis
  • Asset Liquidation and Parent/Student Loan Analysis
  • Contingency Planning
  • Assist in Maximizing Tax Credits and Deductions for Higher Education expenses

Tax Strategies:

  • Individualized “Tax Scholarship” Strategies
  • Develop Tax Strategies that lower your net college cost

Other Planning Strategies:

  • Show you how to present your child to a school to improve your aid package
  • Develop alternative funding options to Need Based Aid reducing the net cost of college
  • Evaluate and construct a Student/Parent Loan Program
  • Formulate a funding plan minimizing the impact on your retirement and current lifestyle

 

** If we fail to fulfill our commitment to you, you are entitled to a 100% refund **