Case Study
Olivia
- Science Degree
- SAT 1960
- Considered 15 colleges nationwide, applied to 9
- Family income approximately $91,000
- $60,000 taxable investments, $32,000 UGMAs, $150,000 home equity
- 4 members in family, 1 student in college
- Initial EFC approximately $31,000
- Final EFC approximately $19,000
Results
- Student attending SMU
- Cost of Attendance – $44,309
- Expected Family Contribution – $19,000
- Financial Aid Eligibility – $25,309
- Financial Aid Award – $31,388
- $22,888 Hunt Scholarship
- $5,000 Honors Award
- $3,500 Stafford Loan
- Net Out of Pocket College Expenses – $12,921 per year
- Savings over 4 years – $125,552
Our Seminars…
“The information was extremely helpful and the presentation was very informative, I only wish we had started in the junior year.” Debrah S., Phoenix
“Broad perspective on all facets of college planning and why it is important to start sooner, rather than later.” Mike J., Scottsdale
“Very clear – very organized – very knowledgeable presentation.” Paul V., Scottsdale
“Why selecting the right college is so important and knowing how much financial aid is available.” Elaine S., Scottsdale
“Comprehensive in time-line fashion; a reality check; the college process is closer than I think.” Victoria K., Glendale
“Enlightened me to varying ways to pay for college as well as why enrolling in the right college makes all the difference to the success of my son.” Robert K., Scottsdale
“Thank you for helping me with find colleges that are experienced with special education students, like mine. Your assistance was invaluable and we are no longer dreading the college planning process.” Len T, Paradise Valley
“Refreshing, more information than I expected, and the one-on-one meeting provided the college plan for our sophomore and senior.” Richard L, Deer Valley
“The detailed program you provided for my junior daughter along with all the individual assistance made her college selection so easy.” Veronica W, Phoenix
“I never planned on my three boys going to college, but with your student and financial plan, not only will they go, we will also not go broke in the process – thank you for making our dream possible.” Len and Vicki K, Glendale
“Even though Justin may only play football in college, you made it possible for him to stay “in the game” and have a plan after football.” Kris Q. Phoenix
“As a single parent, I did not think I could get any financial assistance due to earning over $120K per year, but after meeting with you, it is great to know what I will be receiving.” Kathren T, Fountain Hills
“Best college planning seminar all year, informative and easy to understand.” John R. Scottsdale
“Thanks for all the great information and all the extra time you spent with me, my wife, and Jared. We are excited for his future.” Kevin and Cheryl D, Scottsdale
