Student & Family Financial Aid Strategy
Designed for families who want confidence and error prevention during filing and award review.
Includes:
✔ Guided FAFSA completion or renewal review
✔ Dependency & income entry verification
✔ Financial aid award letter review
✔ Written summary of recommendations
Best For: Families early in the college process who want to avoid mistakes and understand their offer clearly.
For families making serious financial decisions or navigating eligibility concerns.
Includes:
✔ Everything in Tier 1
✔ Student loan borrowing strategy consultation
✔ Subsidized vs. unsubsidized analysis
✔ PLUS loan risk discussion
✔ Enrollment change & SAP eligibility review
✔ Basic repayment projection
Best For: Families who want disciplined borrowing and proactive risk management.
Comprehensive planning for complex situations, multiple students, or income changes.
Includes:
✔ Everything in Tier 2
✔ Multi-year aid projection modeling
✔ Multi-student planning strategy
✔ Special circumstances / professional judgment consultation
✔ Documentation planning guidance
✔ Two additional strategy sessions (as needed within 12 months)
✔ Priority scheduling
Best For: Families seeking long-term financial aid oversight and strategic guidance.
$350 – $1,200 | Flat Fee
Strategic loan planning to prevent overborrowing and long-term financial strain. Includes annual loan limit review, subsidized vs. unsubsidized analysis, PLUS loan risk discussion, and cumulative debt projections.
• 90-Minute Borrowing Strategy Session: $350 – $550
• Detailed Loan Projection Package: $550 – $850
• Comprehensive Strategy + Projection Bundle: $750 – $1,200
Best For: Families seeking disciplined borrowing decisions.
$450 – $2,500 | Session or Annual Advisory
Strategic planning for families with multiple college-bound students or overlapping enrollment periods. Includes multi-year projections, FAFSA timing strategy, and income fluctuation planning.
• Multi-Student Strategy Session: $450 – $750
• Multi-Year Aid Projection Package: $650 – $1,250
• Annual Family Advisory Plan: $1,200 – $2,500
Best For: Families seeking long-term affordability planning.
$225 – $550 | Flat Fee Depending on Scope
Comprehensive review of financial aid award letters to clarify net price, compare institutional offers, and evaluate loans versus grants. Includes cost breakdown and strategic guidance on next steps.
• Award Letter Review: $225 – $350
• Multi-School Cost Comparison: $375 – $550
Best For: Families deciding between institutions or evaluating affordability.
Services:
• Guided FAFSA Completion & Submission
• FAFSA Renewal & Year-to-Year Monitoring
• Dependency Status Review
• Income & Asset Entry Verification
• Submission Readiness Audit
👉 SAP Guidance + Appeal Strategy: $350 – $650
👉 Enrollment Change Impact Review: $225 – $400
👉 R2T4 Consultation: $225 – $400
📦 SAP + Enrollment Impact Bundle:
👉 $599 – $900
Structured guidance for families experiencing income changes or unique financial situations. Includes documentation planning, appeal strategy, and preparation for institutional review under professional judgment authority.
• Strategy Session: $350 – $650
• Documentation & Appeal Planning Package: $650 – $975
• Comprehensive Appeal Support: $899 – $1,500
Best For: Families navigating income reduction or financial hardship.