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Set Your Strategy – the foundation session

    Do You Want To Know More About These Topics? I will cover them all in our one hour together!

  • The college planning process and time line
  • Detailed examination of college costs
  • Sources of 'Other People's Money'
  • Explanation of financial aid process
  • The formula used to calculate EFC
  • Special cases: multiple students, divorced parents, business owner
  • Estimate of your EFC
  • Strategies to reduce your EFC
  • Types and amounts of financial aid
  • Gapping
  • What need based financial aid you can expect to receive
  • What merit based financial aid is offered by colleges on your list
  • Estimation of Tax benefits
  • Developing your Preliminary Funding Plan
  • Assumptions for your preliminary plan
  • Importance of college selection
  • Importance of student positioning

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