We usually set up appointments to meet with each family in their home to discuss their specific situation. The appointments typically last about an hour. Half of this time is spent discussing the financial aid process, how it works, and what to expect. We then take the information we gather at that meeting and use it to complete all of the paperwork required to qualify for financial aid. Depending on your situation this paperwork may include:

  • Comprehensive Aid Eligibility Report
  • Preparation of Free Application for Federal Student Aid (FAFSA)
  • Preparation of CSS Profile Application
  • Preparation of individual college financial aid applications
  • Mail federal tax returns (parent & student) to all schools
  • Complete Institutional Documentation Service (IDOC) forms
  • Update Student Aid Report
  • Complete Federal Verification requests
  • Complete all 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
  • Preparation of loan applications
  • Loan counseling
  • Write necessary letters / assist with phone calls
  • Solve all problems that may arise


  • Lower your family contribution for college costs
  • Accurately prepare all financial aid forms
  • Complete all follow-up forms
  • Negotiate with the schools for more money
  • Guide you through the financial aid maze
  • Save you time to focus on the admissions process
  • Know your Expected Family Contribution (EFC) before the government tells you
  • Know your loan and payment options
  • Benefit from our 18 years of first hand experience with all of the top universities.

We would be happy to help in any way that we can, whether that be by filling out the actual forms, or just supplying a simple answer to a couple of questions. Feel free to call.