Cost Effective | College advisors can cost anywhere from $8k to $80k. My fees are significantly less, we offer staggered packages, and your costs are recovered in savings many times over versus the DIY approach. You save more than you spend with me. I am not out here to take advantage.
Fit | I focus on the best fit for the student's success. That could mean financial fit, the right vibe, location, size, housing, sport or academics. Fit is finding a place where your student feels right and can thrive.
Big Picture | Previously licensed in retirement planning, investing, and life insurance affords me the unique ability to see the impact of financial choices beyond the college years. Most parents with college-aged students are looking at retirement within the next 15+ years and don't want to exhaust savings or be saddled with debt.
Current events | Informed and tuned-in to the rapidly changing federal rules and financial aid procedures involved.
Time is precious | You have a limited number of days with your student under your roof. Make them count.
First child to go to school, how many after this?
What schools are on parent's radar, distance preference, thoughts about intended major.
Did parent go to college? What school(s) did they attend?
What matters and what doesn't. Are parents on the same page as the student?
Budget and boundaries
Naviance or Scoir available at school?
Guidance counselors available?
Essay writing support available in school, essay coach or tutors
General Admissions 101:
Are you college-ready?
Understand the link between admissions and scholarships
Essay work and development
Tips and jargon
Review of intended major - is this a good fit, do student's grades support this intention, will student be successful. Finding out after paying for two years of pre-med that you can't stand the sight of blood, may mean more years of school with a career pivot. The deep dive career analysis is included in the admissions package- the financial aid package offers a review.
Review of college list - is the student's current list realistic, achievable, balanced, informed, and supporting student's needs and interests. Choosing schools that are financially viable and going to be open in four years is equally important as the outcomes of the alumni from that school. How generous are the schools on your list? The school list builder is included in the admissions package - this package includes a review.
First child to go to school, how many after this?
What schools are on your list
Distance preference
Type of student, GPA, work ethic
Thoughts about intended major
Did parent go to college?
What school did parent(s) attend
What matters and what doesn't
Are you on the same page as your student?
Any 529 or college savings available
Feelings about student/parent loans
Could student manage work study, sports, clubs
Household dynamics
Uncover potential aid challenges
Current with tax filing
Parent's retirement plans and timeline
Financial aid 101:
What is financial aid?
What is the FAFSA and FSA ID?
Direct college costs vs indirect
Discuss role of custodial parent or other nuances
Student loans
Parent loans and billing
Understanding work study
How do colleges decide how much we will pay?
A strong admissions application supports a strong financial aid award. Trust me when I tell you that these two college departments are intertwined. A good essay and strong application can affect your scholarship. The admissions office determines the level of scholarship at many schools
Picking the right colleges from the beginning can make the whole process more successful. Students who come to me only for financial aid help, have often already applied to less-generous schools, or ones that expect parent's to take large loans.
Pairing these two approaches together will channel the most productive and effective resources to your benefit.
It is more cost effective to bundle both programs together. Many people don't realize how much admissions and financial aid inform each other.
Get everyone in the family on the same page with the same goals
Set expectations for budget
Clarify responsibilities
Timelines and deadlines
Organizing websites, logins, passwords
Communication expectations
Boston College
Boston University
California Institute of the Arts
Dean College
Drexel University
Elms College
Emerson College
Fitchurg State
Fordham University
Franklin Pierce
Hobart William Smith Colleges
Hofstra University
Husson University
Keene State
Mass College of Art and Design
New York University
Quinnipiac University
Regis College
Roger Williams University
Salve Regina University
Sarah Lawrence College
School/Art Institute of Chicago
Siena College
Skidmore College
St Lawrence University
St. John's University-New York
SUNY at Purchase College
SUNY Binghamton
SUNY New Paltz
SUNY Stony Brook
University of Connecticut
University of Jamestown
University of Rochester
University of Vermont
Vassar College
Western New England University
Westfield State
Williams College