Our Services

Typically, we begin by setting up an appointment to meet with each family in their home. The appointment will last about an hour. Half of this time is spent discussing the financial aid process, how it works, and what to expect. We will discuss the specifics of your situation, and all the variables that are likely to impact the process. We then gather all the information needed and use it to complete all the paperwork required to qualify for financial aid. Depending on your situation this paperwork may include:

•  Free Application for Federal Student Aid (FAFSA)

•  CSS Profile Application

•  Individual college financial aid applications

•  Mail or Fax federal tax returns (parent & student) to all schools

•  Institutional Documentation Service (IDOC) forms

•  Update Student Aid Report

•  Federal Verification requests

•  Supplemental forms

•  Business & Farm supplement

•  Non-Custodial Parent Statement

•  Asset Clarification requests

•  Student living expenses worksheet

•  Sibling enrollment verification

•  Review and interpret award notices

•  Write letters of appeal to colleges

•  Loan counseling

•  Write any necessary letters / assist with phone calls

•  Solve all problems that may arise