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Friday, March 29, 2024 
Dream Strategy

Begin With the Cost-Saving End in Mind

Because over 96% of federal, state, and college financial aid is first come, first serve, we strongly recommend you begin the college planning process at the start of your child’s junior year of high school, at the very latest. If you wait until the winter of their junior year, the opportunities to save tens of thousands of dollars start to disappear.

To help make your planning and preparation fun, smooth, and utterly straightforward, this is what we do for you:

  • Student Positioning Assessment
    The national average for getting a college degree is 4 ½ to 5 years. We use a state-of-the-art assessment to identify colleges where your child has a better chance to graduate in 4 years ... or less.
  • Personalized Private Student Interview
    Our positioning and assessment tools provide tremendous value, especially when they’re combined with an experienced 3rd-party interview, because your child is one-of-a-kind, and deserves one-of-a-kind attention.
  • College Planning Checklist
    This is the master timeline. Whether you’re the one meeting deadlines or you entrust the work to us, the checklist makes sure we all stay well ahead of the deadline curve.
  • Expected Family Contribution (EFC) Recommendations
    An EFC calculator offers a solid estimate of what to expect. When you work with us one-on-one, you also learn about what you can legally do to reduce your EFC – a little bit in the short term, and lot more in the longer term, if you start the process early enough.
  • Financial Aid Award Estimate “Sneak Peek”
    Colleges must report on their average financial aid packages to the IRS. And guess what? We get copies of those reports! Ask us about any college you want, and we’ll tell you how well they treat their students financially.
  • Recommend Additional Schools to Be Considered
    There are thousands of public and private colleges out there – and the average person hasn’t even heard of most of them. Based on your assessment, interview, and EFC, we can recommend other colleges for you to consider that better suit your academic and financial goals.
  • College Cost Financial Planning
    The truth is, you’re going to have to pay something to send your child to college. But some options save you thousands in interest payments, fees, taxes, and cash flow. This is where we give you the best return on your college investment.

If this seems like a lot of information to absorb, it is. That’s why we’re here to help you through it. There are secrets to divulge, doors to unlock, and possibilities at every turn. We know them well, and we exist to share them with you.

So check out the Financial Aid Application and Negotiation process next, and contact us when you’re ready to get started – before the aid dollars start to dwindle!

Financial Aid Application & Negotiation
70%-90% of aid forms contain issues that delay processing by
4-6 weeks. Let us help...

 

Ongoing Service & Support
Our #1 goal is to make sure you feel calm, relaxed, and “in-the-know” by working with a team of experts like ours. We're with you...

 

College and Retirement “What you don’t know could cost you Thousands of Dollars
An eye-opening, shocking report colleges and universities hope you never lay your eyes on!


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