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Insight College Solutions Services
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Age of Student: Service Menu:
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Senior Year Winter-Spring
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- 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
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Senior Year Summer before and Fall
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- School selection – maximize merit scholarships
- Standardized test preparation
- Timeline of activities
- Financial projection
- Tax strategies and planning regarding college
- Scholarship strategies and referrals
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Junior Year
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- 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
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Freshman and Sophomore Year
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- Career exploration
- Timeline of activities
- Financial projection
- Savings and gifting strategies
- Tax strategies and planning regarding college
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Elementary through Junior High
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- Timeline of activities
- Financial projection
- Savings and gifting strategies
- Tax strategies and planning regarding college
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Preschool
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- Savings and gifting strategies
- Tax strategies and planning regarding college
- Cost projections
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Fees: $85 per hour
Package fees available Initial meeting $100 – 90 minutes with student and parents
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