College Funding Services
• Perform a college funding “needs analysis”
Calculate your expected Family Contribution (”EFC”)
Assess your eligibility for need-based college funding
Estimate what your financial aid packages may look like at targeted schools
• Prepare a comprehensive “college funding financial plan” to reduce
out-of-pocket college costs
Perform a “financial physical”
• Analyze your current finances, including ability to pay for college
• Assess family income and asset protection
Develop income and asset planning strategies to increase eligibility for need-based college funding
• Reduce your “EFC” under both the Federal and Institutional financial aid formulas
• Fund any college budget “shortfalls”
Determine income and asset planning strategies to pay any out-of-pocket-college costs in the most effective way
• Optimize use of existing family resources
• Minimize taxes
Integrate with tax, investment, estate and retirement strategies/plans
• Provide ongoing support throughout the financial aid process
Complete all financial aid forms accurately and on time
• FAFSA, including the Student Aid Report (”SAR”)
• CSS/Profile and supplements
• Make any and all estimates necessary to complete forms
College Planning Workshop
Title: College Planning Workshop
Location: Huguenot Public Library
Description: Open house to discuss your plan for college including financing and program eligibility.
Start Time: 18:00
Date: 2008-10-16
End Time: 19:00
College Planning Workshop
Title: College Planning Workshop
Location: Huguenot Public Library
Description: Open house to discuss your plan for college including financing and program eligibility.
Start Time: 18:00
Date: 2008-10-07
End Time: 19:00