College Funding Strategy

check Yes! I want my College Funding Strategy Session...

Please have an Authorized College Funding Advisor contact me, so I can learn the following:

  • What can be done to lower my Expected Family Contribution (EFC) and/or my family's overall college costs, while maximizing my eligibility for financial aid.
  • What specific strategies I can take advantage of to help increase my child's chances of getting accepted into the colleges they're most interested in.
  • Answers to many more questions I may have.

This information is 100% confidential (click here to read our Privacy Guarantee).
Ballpark numbers are fine. (note: * are required)

Student Information

Please enter all pertinent information regarding the student here. 

Parent's Section

We never want to pry into personal matters, but the marital circumstances of the student's parents does have an influence on how college is best financed. Rest assured we will work with you to find the solutions that are best for the parent or parents financially. 

Family Information
Income & Assets

Completing this section is optional. If you would prefer discussing these details in your evaluation, skip this section. 

Tax Information
Business Owner?

If you own a business, in part or in full, please answer these questions.

Home Information

If you own your own home, please fill out this section. 

Parent Information

Parent Marital Status