services & packages

This virtual, on-demand class is geared toward parents of high school students. Financial Aid Fundamentals and Guide to Building a College List is perfect for parents looking for a comprehensive course about college list building with a focus on affordability. You’ll learn the difference between financial aid and merit aid, which type of aid colleges offer, and what colleges to target based on your financial situation.

financial aid fundamentals
and guide to building a college list

Benefits:

  • Understand the difference between financial aid and merit aid.

  • Learn how to identify and target colleges that suit your family's needs.

  • Access to a variety of free resources to guide you through the list building process.

Included Services:

  • 2 hours of instruction

  • Comprehensive slides

  • Free resources

  • Financial aid templates


COST: $97

testimonial "Thank you! This was an amazing source of information!"

hybrid package

The hybrid package is ideal for students and families looking for an economical option for college consulting support. Guidance is provided through small group and individual meetings. All packages include 5 hours of group meetings with the option for an additional 5, 10, or 15 hours of individual sessions. This package combines the best of group and personal consulting.

Benefits:

  • Access to expertise, materials, tools, and resources in a cost-effective format.

  • Benefit from both group learning and personalized guidance.

Included Services:

  • 10-hour package: 5 hours group meetings + 5 hours individual meetings

  • 15-hour package: 5 hours group meetings + 10 hours individual meetings

  • 20-hour package: 5 hours group meetings + 15 hours individual meetings


COST: Pricing will be shared during the initial consultation phone call.

DEADLINE: Limited availability. Next cohort (group) begins in January 2025.

*All meetings are held virtually

senior intensive package

This 12-hour package supports the senior-year college application process and is customized to the specific needs of students and families. Families prioritize from a list of options. This package is designed for high school seniors preparing to apply to college.

Benefits:

  • Support managing the application process including application strategy, finalizing the college list, managing timelines, essay review, and financial aid.


COST: Pricing will be shared during the initial consultation phone call.

DEADLINE: Limited availability. Must sign up by August 15th of the student’s senior year.

*All meetings are held virtually

the essential package

This 20-hour package is for sophomore and junior-year students and families seeking moderate support. Families establish their priorities and choose from a list of options. This package offers essential support for your college application journey.

Benefits:

  • Support with the college search and application process.

  • Guidance on career and major exploration, researching and developing a college list, managing the application process, and other services as needed.

Included Services: (Families prioritize from the list of options below)

  • Review of academic records and other materials relevant to college readiness and selection

  • Assist in course selection

  • Recommend a standardized testing plan

  • Explore careers and provide guidance about selecting a major

  • Parent meeting focused on affordability

  • Research and develop a list of colleges for consideration

  • Create a college visit strategy

  • Support managing the application process including application strategy, activities page development, managing timelines, and essay review

  • Provide waitlist and deferral strategies

  • Provide support for interpreting and comparing financial aid packages

  • Consideration of learning disabilities and other health and neurological needs in creating the college list


COST: Pricing will be shared during the initial consultation phone call.

DEADLINE: N/A - available year-round

*All meetings are held virtually

the comprehensive package

This 35-hour package is for sophomore and junior-year students and families seeking the most personalized and comprehensive college admissions support. Families establish their priorities and choose from a list of options. This package provides students and families with the highest level of support.

Benefits:

  • Continuous guidance and support from sophomore/junior year through senior year.

  • Support through academic interests, extracurricular activities, and the college application process.

Included Services: (Families prioritize from the list of options below)

  • Review of academic records and other materials relevant to college readiness and selection

  • Assist in course selection

  • Recommend a standardized testing plan

  • Explore careers and provide guidance about selecting a major

  • Parent meeting focused on affordability

  • Research and develop a list of colleges for consideration

  • Create a college visit strategy

  • Support managing the application process including application strategy, activities page development, managing timelines, and essay review

  • Provide waitlist and deferral strategies

  • Provide support for interpreting and comparing financial aid packages

  • Consideration of learning disabilities and other health and neurological needs in creating the college list


COST: Pricing will be shared during the initial consultation phone call.

DEADLINE: Available to sophomore and junior students year-round.

*All meetings are held virtually

testimonial

“My daughter began her college search somewhat blindly. It was refreshing to work with Kathleen, who was an incredible wealth of knowledge right from the start. She made this daunting process considerably less overwhelming by educating my daughter on how to create a balanced and comprehensive list of colleges to apply to based on her preferred criteria.

Kathleen was especially helpful in supplying information on colleges that were most likely to provide merit aid scholarships, something we knew very little about. The information we received was invaluable and the financial tips Kathleen provided ultimately helped to guide my daughter’s decision-making process. I highly recommend using Kathleen as your family’s college consultant… you’ll be glad you did!”