services 

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.

*Use the promo code FAFSA to access this course at no cost.

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!"

hourly consultations

Hourly consultations are ideal for students and families looking for comprehensive guidance or focused support with specific parts of the college application process.

Benefits:

  • Hourly consultations offer students and families the flexibility to focus on any part of the college application process. Whether you need comprehensive guidance from start to finish or targeted support for specific tasks, our services are tailored to your goals. For families seeking full assistance, we cover all aspects of the application process. For those with specific needs, hourly consultations provide a flexible and budget-friendly option. This personalized approach ensures valuable support designed to meet individual needs.

Services may include:

  • Review academic records and assist in course selection

  • Recommend a standardized testing plan

  • Explore careers and provide guidance about selecting a major

  • Assess financial aid eligibility (merit & need) and provide an affordability overview

  • Research and develop a list of colleges for consideration

  • Assist in finding colleges that align with a specific budget

  • Create a college visit strategy

  • Provide guidance for teacher recommendations

  • Assist with essay development and review

  • Support managing the application process including application strategy (early action, early decision, etc.), activities page development, and managing timelines

  • Provide waitlist and deferral strategies

  • Share information for completing financial aid forms (FAFSA, CSS Profile)

  • Provide support interpreting and comparing financial aid packages

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

*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!”