HS Junior Year Options

• Overview of Financial Aid – process and methodologies (1 hour)
• Examine student’s college choices and review with family and explore similar options (1-2 hours)

o Collect and document college admission and financial aid deadlines
o Conduct college net price calculators with the family to determine estimated financial aid packages based on current year income

• Collect FAFSA data and CSS data to determine what colleges might expect family to pay in the coming year (1-2 hours)
• Financial aid strategy session, based on the collection of information gathered (1-2 hours)
• Scholarship search with student (1-2 hours)

HS Senior Year – Options

• Overview of Financial Aid – process and methodologies (1 hour)
• Assist family in completing all financial aid forms

o (2- 4 hours, depending on # forms required)
o FAFSA – Free Application for Federal Student Aid
o CSS Profile – supplemental aid application for some selective colleges
o Miscellaneous college aid forms

• Confidential family financial analysis to identify barriers/opportunities for maximizing financial aid or improve strategy over time (1-2 hours)
• Scholarship search with student (1-2 hours)
• Financial aid award analysis and comparison (1-2 hours)
• Assist in financial aid appeals, if applicable (1-3 hours)
• Explore gap-funding solutions; student and parent lending options, payment plans, etc. (1-2 hours)
• $200/hour

Possible Homework Assignments

Paperwork and Information Collection – Financial information gathering, such as tax forms and schedules, W-2s, bank statements, investments, property values, business income and assets, etc.
Completing college Net Price Calculators
FAFSA completion
CSS Profile Completion
HS Guidance counselor visit
College website reviews
Plan college visits
Schedule faculty visits
Schedule auditions