College Planning Source takes great pride in providing the most comprehensive college planning service for our clients. We understand that preparing for college requires the efforts of both the family and students alike. With this in mind we’ve created some unique programs to assist families and their college bound student. Our services include:

STUDENTS

• Develop a support team for your student in all areas related to their success towards college.

• Conduct a student / planner interview to determine interests, goals and career objectives.

• Detailed battle plan of required community, internships and related activities aligned with student’s interest objectives.

• Career Search using online program (DISCOVER ®)

• Academic evaluation and improvement including referrals to test coaches and improvement tutors.

• "Best Fit" Colleges Search  & College Planning Checklist

• Access to our client-only "College Admissions Application Boot Camp"

• Private Student Interview to discuss their career/major choices, college selections, as well as admission and career tips. (What their Guidance Counselor should be doing, but isn't).

• Register and complete CSS Profile (College Scholarship Service) for student, along with all supporting paperwork, if applicable.

• Provide proprietary tax scholarship information, if applicable.

• Unlimited telephone support

WHAT WE DO FOR THE PARENTS

• Calculate Expected Family Contribution (EFC) and provide recommendations and/or plan to reduce EFC.

• Perform detailed Tax Planning, Retirement & Succession planning analysis.

•  Provide Financial Award Estimates and Evaluation for each school under consideration.

• Confirmation, submission and application of the FAFSA & Student Aid Report (SAR).

•  Provide negotiation strategies with the colleges, including counter offers and letter inquires.

• Perform analysis by our "college cash flow maximizer software” to pay for college costs.

•  Provide management analysis report to improve your tax situation, retirement and other related assets.

• Unlimited Phone Support