Comprehensive College Planning
Looking for guidance about the college admissions process and financial aid strategies to pay for college? You’ve found it!
College Financial Planning
Tanya helps families plan for college by gathering their financial information, calculating their possible financial aid eligibility and then analyzing the data to create the most efficient plan to pay for college. She meets parents where they are in their financial picture and will take into account whether parents have been able to save for college, their current assets and cash flow.
Tanya can provide a side-by-side comparison of the schools that your child has applied to and how a family can afford each school. She builds a step-by-step plan with the family to pay for college and minimize any debt after graduation.
Scope of work may include, but is not limited to:
- Calculation of federal and institutional estimated family contribution (EFC) based on family’s finances
- Evaluate options to lower family’s EFC and review financial aid options
- Review of family financial data and creation of customized college financial plan
- Provide cash flow, debt consolidation, tax capacity, and other applicable planning strategies to pay for college
- Assistance with FAFSA and CSS Profile preparation/submission and other forms
- Guidance through the appeals and negotiation processes and any change in circumstances (when applicable)
- Student loan consolidations and debt management
- Annual reviews
Client Testimonials
How to Connect
Complimentary
Strategy Session
Request an in-depth consultation with Tanya to discuss your concerns about how the college admissions and financial aid processes work, where your student is in the college process and how you, as parents, are planning on paying for their education.
This is a 30-minute consultation.