College Planning Strategy Services
We provide financial planning advice from college to retirement. Many families believe that it is as simple as filling out an application and accepting a financial aid offer, but they fail to realize the many mistakes that can be made that will cause them to overpay for college.
We all have experience and expertise in some area. Here at College Planning Alliance, we don’t know much about how to build houses, how pre-school teachers work their magic, or how to litigate a court case but we do know how colleges operate and how to plan for the financial aspects of college!
We Complete Any Needed
- FAFSA
- CSS Profile
- Institutional Forms
- Verification Forms
- Special Circumstances
- Student and Parent Loan Documents
Pre-Planning
The pre-planning process is key and should be done before it is time to complete required college financial aid forms.
Pre-Planning Includes:
- Creating a plan to reduce the Student Aid Index (SAI) - lowering this number can positively impact the aid your student is awarded.
- Providing financial aid award estimates for an unlimited number of colleges
- Recommending schools students might be interested in attending that fit with the family budget
- Recommending schools that will award the most merit scholarships
- Recommending methods for paying your share of college costs
- Providing strategies for legally protecting your savings and retirement accounts
- Providing cost-efficient borrowing strategies for college and other situations
- Completing a financial overview for you and create a personal plan for improvement
- Counselling you on student and parent loan options/applications
We work with you to create a game plan to avoid costly mistakes and missed opportunities!
CALL US TODAY AT 419-631-2968 to set up your free consultation appointment!
