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.
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.