College Planning Membership Agreement

Student Education Services:

Personalized 1:1 GEM (Guidance, Education, Mentorship) Counseling ($2,100 value)

• Personalized career and major exploration, college options, plus valuable college admissions and career advice. (We'll cover what your student's high school guidance counselor might be missing.)
• Personalized assistance to identify a list of colleges that meets your students needs/ interests and family's financial budget
• Personalized advice to strengthen your student's resume plus guidance on how to build and design an impactful resume
• Full mock-interview to be sure your student aces their one shot at admissions interviews at their desired schools

Personalized College Admissions and Scholarship Preparation ($2,500 value)

• Premium and unlimited access to SAT/ACT prep curriculum throughout high school plus 2 full length practice tests for each test
• Innovative learning styles assessment to identify how your student learns and retains information, and guidance on enhancing their study habits based on their learning style Proven system to get the best possible recommendation letters from your teachers to enhance your college applications
• Exclusive access to members only resource library; decades of up to date knowledge at your fingertips
• Access to sample college admissions essays designed to overcome writer's block and offer a valuable framework for crafting compelling narratives that showcase key aspects of your student's character and qualifications
• Proven formula to find and apply for secondary and private scholarships
• 5 personalized college and or scholarship essay reviews, including strategic recommendations for improvement
• Detailed review and edits to your student's top 5 admissions or scholarship applications with feedback on how to improve each for greater results
• Assistance with tracking college application and financial aid requirements, so you never miss any important deadlines at all of the schools you apply at

Additional Support Services and Resources ($2,250 value)

• Monthly group meetings with relevant topics and quarterly updates to keep you on track
• 1:1 BSS (Before School Starts) counseling session to discuss collegiate responsibilities, time management, and financial management
• Ongoing support for students including feedback on specific colleges and scholarships
• Bi-weekly office hours to answer questions and outline next steps

College Funding Strategies:

Personalized College Funding Solution for ALL STUDENTS in your household ($3,800 Value)

• Customized financial analysis using our SMART- Strategic Management of Assets, Resources and Taxes- to help you pay your share of college costs and avoid unnecessary risks with experienced college financial expert
• Provide periodic ALIGN meetings- updating changes to your college financial analysis
• Identify strategies to legally protect your savings and retirement accounts from financial aid formulas
• Explore various tax-advantaged strategies to save more money during your children's college years, including the "tax scholarship”
• Annual Loan Manual access; we research all of the best loans available and simplify your decision process
• Ongoing Loan Repayment Counseling if loans are part of College Funding Solution
• Unlimited email support from an experienced team of fiduciaries dedicated to answering your questions with your best interests at heart

Professional Financial Aid & Award Maximization Services: ($1,650 value)

• Guidance setting up your FSA ID
• Step-by-step guide to complete the FAFSA, CSS Profile and any additional financial aid forms to complete forms accurately and maximize your student's award eligibility
• Calculate your family's Student Aid Index (SAI) and provide personalized strategies to minimize your expected contribution
• Protection against missing grants, scholarships, loans and mistakes on financial aid forms
• Personalized Financial Aid Award Evaluation that professionally evaluates and compares your financial aid offers with our database of previous offers at each school
• Guidance on if appeal is necessary and our experts to craft a custom negotiation strategy based on years of successful appeals

Total Membership Value = $12,300

Plus free early action bonuses if membership agreement is received within 48 hours of consultation
($1,800 of additional value)

For Everyone

• Professional review of FAFSA (Free Application for Federal Student Aid) prior to submission
• Professional review of CSS Profile prior to submission
• Provide your family "peace of mind" to approach one of life's important milestones with confidence and assurance
  (PRICELESS)

If enrolled before the end of Junior year of high school, students receive all benefits above plus:

• Detailed "Chances of Enrollment Analysis Report" highlighting your student's best opportunities for admissions success
• Standardized testing evaluation to identify which test is best suited for your student and a personalized plan for improving SAT/ ACT test scores

If enrolled before the end of Sophomore year of high school, students receive all benefits above plus:

• Personalized 1:1 GEM session- Academic Progress and Sophomore Course Planning
• Personalized 1:1 GEM session- Resume Building, Summer Jobs and Internships

If enrolled before the end of Freshman year of high school, students receive all benefits above plus:

• Personalized 1:1 GEM session- Academic Foundation and Freshman Year Course Planning
• Personalized 1:1 GEM session- Time management and study skills

College Planning Membership Agreement

Please accept our application for the College Planning Membership for:

MEMBERSHIP INITIATION FEE

Only $4,995

+ $39 monthly dues starting next month