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College Money Pros, Scholarships & Financial Aid, San Ramon, CA

Workshop 1 - Don't Make The 10 Deadliest Mistakes MOST Parents Make!

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The 10 Deadliest Mistakes

Watch The Video To Find Out How NOT To Make These Mistakes.  Dan & Tim Give Detailed Information On How You Can Avoid Them.

Mistake # 1

Most middle and upper-middle class parents assume they won't be eligible for financial aid because they have a ton of equity in their home and make over $100,000 per year.

Mistake # 2

Focusing your time and energy solely on private scholarships instead of trying to learn strategies to access and maximize aid from other sources.

Mistake # 3

Assuming only minority students, athletes, exceptionally gifted students get financial aid and merit scholarships.

Mistake # 4

Picking colleges and universities without paying attention to where your student lies in comparison to the rest of the student body.

Mistake # 5

Assuming all schools are created equal and will be able to give you the same amounts of money.

Mistake # 6

Not understanding the difference between "included assets" and " legally sheltered assets" to be completed on the FAFSA or CSS Profile.

Mistake # 7

"It doesn't matter where I keep my money. 
It's all counted the same way, anyway..."

Mistake # 8

"My CPA or tax preparer is familiar and qualified to fill out financial aid forms -- I'll let him/her do it."

Mistake # 9

Waiting until January (or even worse, after January) of your child's senior year of high school, to get started working on your college financial aid planning.
And another mistake:  "My Financial Planner understands late stage college planning."

Mistake # 10

Going through the financial aid process by yourself because it's "Cheaper."

What kinds of financial aid packages could your family qualify for?

We show real life examples in the Advanced Workshop 3 that is applicable to your situation. (Parent Evaluation required)

Start As Early As Possible! The Amount of Help Is Limited If You Wait!