Our Services

Every Family Needs To Cover These Essential Financial Aid Elements

There are many options and requirements pertaining to college funding and having experienced assistance can make a huge difference between getting funds and not getting funds.

• Calculate Expected Family Contribution (EFC)
• Provide Planning Recommendations To Reduce EFC
• Provide Financial Aid Award Estimates For An Unlimited Number of Schools, & Recommend Additional Schools To Be Considered
• Provide Recommendations For The Best Way To Pay Your Share Of College Costs
• Provide Tax-Efficient Borrowing Strategies To Help Keep Financial Goals In Line, Along With Cash Flow Strategies for College Years & Beyond
• Provide Complete Financial Overview On College, Taxes, Cash Flow, Retirement & Develop A Plan To Improve Each Area
• Provide Strategies That Legally Protect Your Savings & Retirement Accounts From The Financial Aid Formulas
• Provide Strategies On How To Possibly Use Your Home Equity So That It Helps, Rather Than Hurts, In The Financial Aid Formulas
• Provide Proprietary Tax Scholarship Information

Which Service Package Is Right For Your  Family?

Academic Coaching Package

This is a program designed to give your student(s) every edge for having the skill-sets for both academic and personal financial success to get them accepted and through college.

It includes a Long Term College Funding Plan, Student Interview and a College Prep Academic Coaching Program.

Your family may upgrade to Basic Plus or The Works by March of your student’s senior year in high school. You will be credited the amount paid for the Academic Coaching Program, which includes the following:

  • Financial Advice & Planning
  • Industry-Leading Career Matchmaker Assessment
  • Career Exploration
  • Student Financial Literacy Program
  • Student College Portfolio Development
  • SAT & ACT Test Prep Program
  • Complete Month-by-Month Detailed Plan for Every Year of High School
  • Financial Aid Guides
  • Detailed Scholarship Search Tools
  • Live Academic Advisor Webinars

Plus Package

1.) Career Cruising Suite of Tools This robust college planning tool uses the Career Cruising's Transitions unique profiling system that will help your students learn more about themselves and find colleges where they would be most successful. Additional tools include Career Finder, Interest Profiler, Basic Skills Survey, School finder and Resume Personal Statement; an online SAT and ACT test prep service. - Student Quarterly Monthly Coaching With Planner- Online meetings with your planner to review student progress, next steps and task needed. Student has full access with planner on a need basis.

2.) Individualized College List: This detailed report identifies 20 schools that are a “good fit” for the student’s academic major, learning style, and GPA/test scores. Information regarding student-faculty ratio, acceptance rates, freshman retention, 4 year graduation rates, standardized test scores, total cost-of-attendance, and average amount of money provided to families, and tuition discounts is compiled into this comprehensive report.


We're here to help you decide and to customize your package if needed.

Services start at $500.00

3.) Targeted Scholarship List: This extensive report will detail each scholarship available to your student through the institutions listed on the college list we prepare, the monetary value, whether it is a renewable or one-time scholarship, the requirements for each scholarship, the deadlines for each award and the website where the student can access the application for each one. This alone will save the family countless hours searching for legitimate scholarship opportunities.

4.) Aid Eligibility Comparison Report: This report will show your calculated EFC and the award history of up to 5 different colleges in a head-to-head format, and forecast your out-of-pocket expense at each. This report could save you thousands of dollars in errant assumptions about the true cost of college. Additional reports can include a detailed EFC projection for both the FAFSA and CSS PROFILE.

5.) College Funding Plan: This process will provide you with a projection of your financial readiness to pay for college. Without this knowledge, parents routinely OVERSPEND on college and find out too late that they have delayed or destroyed their retirement dreams. Our roadmap will provide you with the path to pay for college without depleting your savings or delaying your retirement.

6.) College Cash Flow™ Analysis & Recommendations: Changes in a family's financial structure may result in greater financial aid eligibility or “tax scholarships”. This analysis will show the specific changes and the positive impact resulting from implementing various strategies. This report demonstrates the value of the recommendations and can allow the parent(s) an opportunity to make informed decisions. We will get all your children through college in a comfortable manner without destroying your savings or delaying your retirement.

7.) Financial Aid Form Filing We will assist you with the necessary financial information, guide you through securing your PINs from the Dept. of Education, pre-populate your forms and review everything for your approval. Once you give us the green light, we will set up an online appointment and guide you through the entire process including the CSS Profile if necessary. Included will be a FAFSA & CSS Profile Answer Key. We will also address any follow up requests or DRN process.

8.) Award Letter Overview We will help you understand the award letters and guide you through any appeals processes if and when applicable.

"The Works" Package

This collection of programs, coaching and services that includes everything from the Basic Plus Package, as well as the College Financial Plan, Student Counseling, Personalized Private Student Interview, Support through all years in High School, Administrative Filing for Senior Year in High School, all Administrative Filing for all years in college, PLUS loan negotiations and appeals, career counselor, and this package also includes the following:

1.) Birkman Assessment & Consultation - Scientifically targets your student’s “best fit” career path(s), majors and colleges, measures 77 different scores revealing clear direction about careers suited for the students careers/majors that play to a student’s strengths. Educates kids on their stress triggers and “hard wired” needs. Saves $$$ by avoiding endless majors changes and college transfers$500.00 Value (Also available as a stand alone service à la carte)

College Admission Essay/Personal Statement Coaching The counseling process will include initial instructions via e-mail, Skype, Facetime and a live coaching session with your assigned coach. They may be required to do homework so task will be completed by start of the senior year if possible. Deadline for scholarships, financial aid & applications must be strictly followed. Getting in the habit of meeting all deadlines will ensure all steps in the college application process are met in a timely manner. Counseling program is optional. $600.00 Value (Also available as a stand alone service à la carte)

College Money Pros “High School Senior Last Chance Package”

This package provides you with one-on-one coaching, help and support with your college administrative filings, as well as assistance with the development of your overall college funding plan.

Initial Consultation And Strategy Session
As a result of your one-on-one assessment and strategy session with Dan, we will begin with discovering where you’re at currently and where you can go by evaluating your:
-  Student’s GPA,
-  Student’s scores,
-  Student’s extracurricular activities, internship possibilities and volunteer/community service.
-  Student’s career interest and major, and,
-  Your family’s financial picture to develop a “College Affordability Profile.”

Documents And Applications
-  College Money Pros will also coach and assist you with document organization and financial aid applications.
-  We will help your family with reviewing your last-minute college applications and with the completions of your “FAFSA” and “CSS Profile” forms. This is in order to expedite their correct completion (mistakes are VERY costly!) and ensure you meet your deadlines.
-  Last minute college applications review... We will look at your student’s college applications, in order to suggest ways your student can appear as appealing as possible, despite their last-minute status.  

Wrap Up And College Funding Plan
College Money Pros will help you to quickly turn things around, getting you and your student ready for the best school, based on your student’s interest- and aptitude-centered career choice and your family’s college affordability profile. 

With your completed “College Action Plan,” you will no longer feel overwhelmed and confused. We’ve helped hundreds of families, one-on-one, who have also waited until their student’s senior year. You CAN achieve a much clearer, affordable and positive outcome, as well as help with choosing a career path that will best serve your student’s future. 

We know insider college selection and financing options not known to the general public. These strategies and techniques are trustworthy and they are designed to get your student, not just into college, but all the way through. You CAN avoid decimating your family’s assets and you CAN bypass you and your student accumulating a large balloon of debt. 

It’s sad, but today, millions of families and students, even if they make it through college to graduation, are starting their career and adult life with a mountain of debt and feeling terrible about having to postpone their parents’ retirement.

We're here to help you decide and to customize your package if needed.

Services start at $500.00

The College Admissions Senior Boot Camp

The live admissions boot camp will be hosted by our admissions counselor. We will provide a complete overview of the admissions process including overview of CSU, U.C. and Common Application for private schools. The boot camp is mandatory for all seniors.

The following topics will be covered:

- Seniors Admissions Boot Camp - what you should be doing right now and in the next 6 months.

- Admission Applications: Common Application, Universal Application, Private Applications, Essays

Prompts for Scholarships and Admissions

 Review and critique of “Letters of Recommendation” and Transcripts, SAT/ACT testing information and tips, Choosing a College and Tips for College Visits, as well as Personal Interviews. Boot Camp is a $500.00 Value (Also available as a stand alone service à la carte)

College Essay Program Our coaches will help you develop an essay that will improve your chances of being admitted to the school of your choice. Up to three different options available.$500.00 Value (Also available as a stand alone service à la carte)

Ala Carte Services

Birkman Assessment & Consultation

Scientifically targets your student’s “best fit” career path(s), majors and colleges, measures 77 different scores revealing clear direction about careers suited for the students careers/majors that play to a student’s strengths.

Educates kids on their stress triggers and “hard wired” needs. Saves $$$ by avoiding endless majors changes and college transfers.
$500.00

College Essay Program

Our coaches will help you develop an essay that will improve your chances of being admitted to the school of your choice.

Up to three different options available.
$500.00

College Admission Essay/Personal Statement Coaching

The counseling process will include initial instructions via e-mail, Skype, Facetime and a live coaching session with your assigned coach. They may be required to do homework so task will be completed by start of the senior year if possible.

Deadline for scholarships, financial aid & applications must be strictly followed. Getting in the habit of meeting all deadlines will ensure all steps in the college application process are met in a timely manner.

Counseling program is optional. $600.00

The College Admissions Senior Boot Camp

The live admissions boot camp will be hosted by our admissions counselor. We will provide a complete overview of the admissions process including overview of CSU, U.C. and Common Application for private schools.

The boot camp is mandatory for all seniors. The following topics will be covered:

- Seniors Admissions Boot Camp: What you should be doing right now and in the next 6 months.

- Admission Applications: Common Application, Universal Application, Private Applications, Essays

Prompts for Scholarships and Admissions

Review and critique of “Letters of Recommendation” and Transcripts, SAT/ACT testing information and tips, Choosing a College and Tips for College Visits, as well as Personal Interviews.

Boot Camp is optional. $500.00

Every Family Needs To Cover These Essential Financial Aid Elements

There are many options and requirements pertaining to college funding and having experienced assistance can make a huge difference between getting funds and not getting funds.

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