| • |
Completion of a Career Search* |
| • |
College search with telephone counseling session* |
| • |
Completion of FAFSA** |
| • |
Register for the Profile |
| • |
Complete the Profile |
| • |
Complete any other institutional forms |
| • |
SAT/ACT test prep courses |
| • |
Confirm accuracy of the SAR; make any adjustments |
| • |
Complete verification forms |
| • |
Counsel session on Stafford Loan |
| • |
Counsel session on Plus Loan |
| • |
Direct all negotiations |
| • |
Recommendation to reduce EFC |
| • |
Toll-free customer service number |
| • |
Provide ‘College Check List’ containing what was done
and when; provide time frame for when all of the above will be completed |
| • |
Explanation letters sent in a timely manner |
| • |
Cash Flow Analysis and Tax Capacity Assessment |
| • |
Personality Assessment |
| • |
Student Athlete Marketing/Coaching |
| • |
Zero Debt Funding Strategies |
