Proven Results -

For the 2004 - 2005 Academic Year:

  • Students in our program received financial aid offers worth an
    average of 56% more than what the schools they applied to
    typically award.

  • The average amount of gift aid offered was 28% higher than the
    schools' historical average award package.

  • Our students were offered financial aid packages totalling over 3
    Million dollars - over 2 Million dollars of that in the form of GIFT
    AID.


Case Studies -

Case Study 1 - The student in this case came to us originally planning
(for financial reasons) to attend a local college while living with her
parents.  By helping her determine her interests and course of study,
we were able to target the schools which offered the most financial aid
coupled with the best programs for her intended major.




















Case Study 2 - In this case study, after a thorough examination of the
family's finances, we were able to use our in-depth knowledge of the
financial aid system to suggest a simple asset restructuring strategy -
saving the family THOUSANDS of dollars.












Case Study 3 - The student in this case initially received a financial aid
award that was considerably less than the school's historical average.  
Due to our experience with the school, we were able to identify this and
follow up with the school's scholarship office.  We learned that her
standardized test scores were reported improperly, and were able to
get her information corrected with the school - substantially increasing
her financial aid.

















These are just a sample of the dozens of ways we help families get the
best education for the least amount of money possible.

Impressive as these results may be, our families consistently report that
the greatest value in our services are the peace of mind they have.

Knowing that their student is receiving individualized, professional help
as they prepare for college is worth every penny to our clients.  Just
read a few of the
letters we've received...
School A (student's initial plans)

Costs
  • Cost of Attendance = $ 9,065
  • Family Contribution = $ 3,794
  • Financial Need        = $ 5,271

Financial Aid Package Offered
  • Gift Aid                    = $ 0
  • Student Loans        = $ 2,625
  • Unmet Need          = $ 2,646


Total Out of Pocket = $ 6,440
School B (after our services)

Costs
  • Cost of Attendance = $ 18,706
  • Family Contribution = $ 3,794
  • Financial Need        = $ 14,912

Financial Aid Package Offered
  • WUE Scholarship = $ 8,885
  • Student Loans     = $ 4,225
  • Work Study          = $ 2,400
  • Amount overawarded = $ 598

Total Out of Pocket = $ 3,196
A Savings of $ 1,624
Deferred interest on $ 4,225
...and a better education!
Before Asset Restructuring

  • Income = $ 62,700
  • Assets = $ 98,300
  • Number in Family = 6
  • Number in School = 1

Family Contribution = $ 12,939
After Asset Restructuring

  • Income = $ 62,700
  • Assets = $ 98,300
  • Number in Family = 6
  • Number in School = 1

Family Contribution = $ 8,725
...a savings of $ 4,214!
Before

  • Cost of Attendance = $ 21,912
  • Family Contribution = $ 3,052
  • Financial Need = $ 18,860

  • Grants = $ 3,100
  • Subsidized Loans = $ 4,625
  • Unmet Need = $ 11,134



Family Out of Pocket = $ 14,234
After

  • Cost of Attendance = $ 21,912
  • Family Contribution  = $ 3,052
  • Financial Need = $ 18,860

  • Grants =  $ 2,000
  • Scholarships =  $ 7,500
  • Subsidized Loans = $ 4,625
  • Work Study = $ 2,400
  • Unmet Need = $ 2,335

Family Out of Pocket = $ 5,387
...a savings of $ 8,847!
My College Answers
Strategic Planning for College Admissions & Aid