Certified Financial Planners
Prepare your clients.
Your clients depend on you for your expertise. You can depend on Financial Aid Solutions to give you the information you need to help your clients reach their financial goals. Whether it is a generic cost analysis of local college choices, or a comprehensive, personalized net price analysis of the client's selected colleges, give them the information they need now, so they can afford to educate their family later.
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We can prepare a generic cost analysis or a comprehensive, personalized College Net Price Analysis, which includes:
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What Do We Do?
We provide families, attorneys, CPA's and admissions consultants with College Net Price Analysis reports, financial aid application assistance, financial aid award letter analysis, and assistance with financial aid appeals.
Each College Net Price Analysis includes:
Financial Aid Application Assistance:
For those families who want some advice and assistance completing the financial aid forms (FAFSA, CSS Profile, institutional applications, etc.).
Financial Aid Award Letter Analysis:
For those families who want a professional assessment of the financial aid awards received before making a final commitment to a school.
Financial Aid Appeal Assistance:
For those families who want to ask schools to take additional circumstances into consideration when considering their financial aid awards.
We provide families, attorneys, CPA's and admissions consultants with College Net Price Analysis reports, financial aid application assistance, financial aid award letter analysis, and assistance with financial aid appeals.
Each College Net Price Analysis includes:
- Your specific estimated Expected Family Contribution (used by schools to determine your financial aid award) based on your actual financial situation.
- For up to 5 colleges (your choice, your Admissions Consultant's choice, your Financial Planner or CPA's choice, my choice, or any combination thereof)/
- The college's Cost of Attendance breakdown, including tuition/fees, room/board, etc.
- The Net Price for families in your income level.
- An actual estimated award based on your Expected Family Contribution.
- Loan information including the average indebtedness for graduates (complete with sample loan repayment information).
- Merit, Talent and/or Athletic aid information.
- The school's philosophy regarding financial aid; Do they meet meed? Are they "need blind?".
- The school's admit rates, retention rate and graduation rates.
- The Financial Aid Office contact information.
- A list of all of the financial aid application materials and deadlines.
- A spreadsheet showing a side-by-side comparison of your schools.
- A Glossary of Terms so that you understand all of the information in the report.
Financial Aid Application Assistance:
For those families who want some advice and assistance completing the financial aid forms (FAFSA, CSS Profile, institutional applications, etc.).
Financial Aid Award Letter Analysis:
For those families who want a professional assessment of the financial aid awards received before making a final commitment to a school.
Financial Aid Appeal Assistance:
For those families who want to ask schools to take additional circumstances into consideration when considering their financial aid awards.
A Tale of Two Different College Searches:
Start with the End Result in Mind...
Sample of a "College Net Price Analysis"
Five colleges were compared. Only two are listed for sample purposes.
Please click images below to view full pages or download the sample file to view in its entirety.
Five colleges were compared. Only two are listed for sample purposes.
Please click images below to view full pages or download the sample file to view in its entirety.
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