| 1.
College Search |
| 2.
Career Profile |
| 3.
Student Interview |
| 4.
Calculate your EFC |
| 5.
If applicable, make recommendations to reduce your EFC |
| 6.
Analyze your financial situation |
| 7.
Make recommendations to pay for EFC on a Tax Favored Basis |
| 8.
Complete the FAFSA |
| 9.
Register for the Financial Aid Profile (FAP) |
| 10.
Complete the FAP |
| 11.
Confirm Accuracy of the SAR and make any adjustments |
| 12.
Complete verification forms |
| 13.
Complete any other institutional forms |
| 14.
Direct all negotiations and make appeals for college of choice |
| 15.
Complete Subsidized Stafford Loan applications |
| 16.
Complete Unsubsidized Stafford Loan applications |
| 17.
Provide complete customer service |
| 18.
Toll-free customer service number |
| 19.
Provide a “Planning Checklist” containing what will be
done for you and when |
| 20.
Implement financial recommendations |
|
21. PEACE OF MIND |