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SERVICES

 

STUDENT PREP & ASSISTANCE

Our one-on-one student mentor services help reduce the stress and anxiety associated with the entire college application process. We do that by providing individual student assessments, personality profile evaluations, an advanced career & college major search based on specific student interests, reviews of colleges that best align with each student’s preferences, SAT & ACT prep, essay review with recommendations, and more.

An advisor talking to a young student about college preparation

FINANCIAL PLANNING

Contrary to what most colleges and universities would have you believe, working with their financial aid resources is not typically in your best interest. Remember that most colleges, even State schools, are looking to maximize their revenue to support their overhead; so their guidance is often biased in their favor.

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FINANCIAL AWARD NEGOTIATION

At College Funding Experts, we know how to present required personal financial documents, the FAFSA application, CSS Profile completion, the Student Aid Report, (SAR) and more. We’ll even review Award Letters to confirm they are “fair” and help you draft “negotiation” letters to help secure a better offer. (Yes…Financial Aid is negotiable!)

Shaking hands across a table
 

LOANS, GRANTS & SCHOLARSHIPS

Based on each student’s individual interests, resumé, achievements, choice of college(s), financial resources, and more. College Funding Experts has propriety tools to help identify student loan options, prospective grant & scholarship opportunities, and assist with applications. Our services are designed to help reduce the college costs as much as possible.

A man holding a graphic image of a draduation cap and the words Scholarship
 

TAX & RETIREMENT IMPACT

College Funding Experts’ experienced team of advisors uniquely understand financial planning to preserve capital for retirement and help reduce tax liability while leveraging strategies such as asset re-alignment and other financial investment tools to reduce declarable net worth on college financial forms. While we are not looking to replace your trusted financial advisor or team, we can share proven effective tactics that align with college application requirements while maintaining the integrity of your overall financial plan and long-term financial strategy.

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STUDENT ATHLETES SPECIALTY SERVICES

College Funding Experts, in partnership with our experienced Advisory Board specialists, is the premier college consulting company combining coaching, mentoring and application services for student athletes.

Our team understands what NCAA coaches are looking for and can guide students seeking athletic scholarships how to train, build a resumé, and connect with college coaches. Because we’ve been doing this for a long time, our consultants are connected to virtually all college and university coaches for most college sports.

We also advise families about which school to pursue, keeping in mind that that only 2% of high school athletes are awarded full athletic scholarships. So getting the right education and employing good financial planning are essential considerations for every student athlete.

A student althlete doing stretches in a school hallway