College Funding Strategies
Contact us:
920-733-3173

College Funding Strategies
Proudly Serving Families in Northeast Wisconsin
Reduce your frustration and chance of errors.

Financial Aid Data Gathering & Processing of Required Financial Forms

This portion of our program is designed to specifically save you hours and hours of frustrating work and
preparation
.  Filling out these forms can be a daunting task and our objective here is to take that off your plate.
We know financial aid can be given on a first come first served basis, miss the deadlines or fill out the forms
incorrectly and you have a great chance of losing money.   

We know families are extremely busy and the last thing they have time to do is learn the system, identify the
forms, gather the data and figure how to enter it correctly year after year.

We have seen families time and time again enter the wrong information, misinterpret the directions or even
worse yet wait until the last minute to fill out the financial forms.  

Asking the financial aid office at school to help you,  well that is like asking the IRS to help you fill out your
tax forms.

As part of our service we will walk through the forms with you.  Often we are asked, "But they are free, why do
we need to hire someone to help us do these?"  Our answer, so are you tax forms, but unless you know the
rules and laws inside and out you will probably make a mistake and never even know it.  

Most families don't know this but your liability or "Financial Aid Tax Rate" is higher than your Federal Income
Tax Rate.  In other words the Government is assessing you at higher rate to determine your financial aid
eligibility than they are for the taxes you owe at the end of the year.  Does it pay to get it right?  We think so!



FINANCIAL AID DATA GATHERING & PROCESSING

We will complete the Free Application for Federal Student Aid (FAFSA) Form.

Register Your Student For The CSS PROFILE If Needed

Complete CSS PROFILE & Walk You Through  All Supporting Documentation

Complete Any Additional Forms Required By The Individual Schools

Confirm The Accuracy Of The Student Aid Report (SAR)

Make Any Necessary Adjustments To The SAR

Provide Protection From Being Overlooked For Grants, Scholarships Or Loans Due
To Mistakes in Your Financial Aid Forms

Advise And Counsel On Stafford And PLUS Loan Applications

We will walk you through any AUDITS or VERIFICATION requests
Our Services - Your Time
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Strategies You Can Apply
When structuring a divorce, consider who the custodial
parent will be during college years. And it may be better
to give the custodial parent more assets and less
income.