First year: $200

FAFSA renewals: $100

CSS PROFILE form:   $75 (additional)

 

2010 Parent Questionnaire

 

Carol Wagar, CPA
Certified College Planning Specialist

Phone: (509) 969-4246
Fax: (509) 966-2919

 Send Email


Services

 

 

 

Insight College Solutions Services

Age of Student:                            Service Menu:

 

Senior Year Winter-Spring

  • File financial aid forms
  • Review award letters – bottom line cost comparisons
  • Award letter appeals
  • Loan analysis – which loans, projection & payments
  • Order of funding – additional funding sources
  • Cash flow planning – monthly payment plans
  • Scholarship referrals

Senior Year Summer before and Fall

  • School selection – maximize merit scholarships
  • Standardized test preparation
  • Timeline of activities
  • Financial projection
  • Tax strategies and planning regarding college
  • Scholarship strategies and referrals

Junior Year

  • School selection – maximize merit scholarships
  • Standardized test preparation
  • Career exploration
  • Timeline of activities
  • Financial projection
  • Tax strategies and planning regarding college
  • Base year strategies for maximum financial aid

Freshman and Sophomore Year

  • Career exploration
  • Timeline of activities
  • Financial projection
  • Savings and gifting strategies
  • Tax strategies and planning regarding college

Elementary through Junior High

  • Timeline of activities
  • Financial projection
  • Savings and gifting strategies
  • Tax strategies and planning regarding college

Preschool

  • Savings and gifting strategies
  • Tax strategies and planning regarding college
  • Cost projections

 

Fees: $85 per hour                                                 
Package fees available                   Initial meeting $100 – 90 minutes with student and parents