How It Works

We pride ourselves on providing our clients with the peace of mind to know that we have developed and personalized a college planning solution that is effective for their family.  CFAST saves you time and takes the stress and anxiety out of the financial aid process.  A quick overview of the services that we offer is listed below. 

Introduce

First, we introduce you to the concepts behind college planning and funding.  We dispel the common myths and help you get started in the right direction.

Free College Funding Seminar

To learn more about how you can benefit from our FREE Seminars, click here.

Educate

We educate you on a number of topics that relate to the initial college funding plan.  We also provide insight into the process so that you can make sound decisions that are right for your family.

Initial Family Consultation

Discover student's interests and needs
Review current financial situation
Estimate your Expected Family Contribution (EFC)
Discuss if CFAST's Services are appropriate for your family

Student Positioning

Conduct student positioning assessment
Complete personalized private student interview
Provide SAT Prep Course Entitled "The Little-Known Secrets of Acing the SAT!"
Provide ACT Prep Course Entitled "Everything You Must Know To Master the ACT!"

Create a Snapshot of Current Financial Situation 

Gather pertinent Information
Present EFC details

Personalize

We work with you to personalize an approach to ensure that you get the financial aid you deserve.  By working with our team, you can rest assured that your forms are completed accurately and on time.

Recommend a personalized college plan

Provide planning recommendation to reduce EFC
Provide financial aid award estimates
Recommend potential colleges that meet educational and financial goals
Recommend ways to pay your out-of-pocket college costs

Complete All Paperwork Related to Requesting Financial Aid

Many of these forms need to be competed each year for each college student.

Complete Free Application for Federal Student Aid (FAFSA)
Register for and complete CSS Profile (College Scholarship Service Profile)
Complete additional forms required by individual schools
Confirm accuracy of the SAR (Student Aid Report) and make adjustments, if needed.

Oversee Appeals Process

Evaluate up to 3 award letters and professionally determine if each offer is fair
Provide tested appeal letters, if you were under-awarded

Support

We provide ongoing support for our clients to ensure that you are being helped - every step of the way.   As your one-stop shop for all of your college planning needs, we provide your family with the necessary tools and resources to take a more proactive approach to the college funding process. 

Checklists and Forms

Provide College Planning Checklist
Complete the FAFSA, CSS Profile and other pertinent forms every year for each student (accurately and on-time)
Assist with all Stafford Loan & PLUS Loan Applications

Ongoing Support

Monthly newsletters, emails and teleconference calls for parents and students
Unlimited support for parents and students
Provide peace of mind

Click here for a more detailed description of our "Services"