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Complete analysis of affordability
529 Plan conversion analysis (NEW IRS Rules for 2023)
Review of assets that will be counted in college aid analysis
Review of potential cost reduction
Creation of a "build your own bank" strategy
Retirement wealth effect analysis
Cash flow modeling
Recommendations of action items
Private College Counseling Services
FAFSA/CSS profile form completion
Detailed data review before FAFSA/CSS
Student Positioning
Test Prep ACT/SAT
Regular counselor meetings
Awards and Appeals
Loan Option Analysis
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One-time payment ($3997.00)$3997.00Split pay (3x $1375.00)3x $1375.00
