Optional Service: Assisting Student Athletes
Scott Brayton, colleague, assists student athletes who are interested in playing their sport in college. They work with the student to determine their academic goals and then help the student identify colleges that match their academic as well as their athletic interests. Scott teaches the student athlete to search for the right schools and to self-recruit themselves to coaches while using athletics as a tool. Scott has a proven track record of placing student athletes at colleges that match their objectives.
We help families Pay for College
Step 3: Assistance with Completion of Financial Aid Forms
Our firm is very familiar with all of the necessary financial aid forms to include the FAFSA, CSS Profile form as well as financial aid forms unique to various colleges. We track deadlines and confirm with each college that all forms have been completed properly and received on time. Optional service: We can review your financial aid form entries BEFORE the forms are filed so they are as 'correct' as they can be when submitted!
We help in the comparison of financial aid offers received and can assist in the appeal process if the awards are not acceptable to the family. Our firm is very familiar with this process, and has a track record of success. This service is billable at an hourly rate.
Step 1: Determine if Your Family Qualifies for Financial Aid
Our firm understands the formulas used to determine financial aid. Through a review of your tax return information, your assets, your student's income and assets we can calculate the dollar amount the financial aid system expects your family to contribute to college costs each year. We can identify strategies to increase your financial aid eligibility.
If it is determined that your family does not qualify for need based financial aid, we develop tax strategies that can significantly reduce your out-of-pocket costs for college. Opportunities also exist for merit scholarships which are awards unrelated to the family's finances. Each family's financial situation is unique, and we tailor your plan to your goals and family circumstances.
College Financial Aid Services
College Financial Aid
Paula Bishop, CPA
Step 2: Guidance in Analyzing Financial Assistance From Your Current College Selections
Working with the student's current college list (or we can help establish a list) we validate the current list to select colleges that match your student's academic goals and interests as well as provide generous financial aid packages. We discuss in detail your student's college requirements and their particular academic and non-academic merit attributes. A mutually agreeable listing of colleges is developed.