Will your student qualify for financial aid and scholarships?
A simple question to ask but not to answer - until now.
7 out of 10 families OVERPAY for their student's undergrad college years, resulting in $1.7+ TRILLION in student loan debt. 😭
DON'T OVERPAY! Before you apply to ANY schools, you MUST learn whether you'll qualify for financial aid and/or merit scholarships.
And that's why we created this assessment! Don’t leave money on the table—get your free customized report in just 3 minutes!
Grab the following documentation to make your assessment super-easy and more accurate:
- your 2024 Federal 1040 tax return(s) and all W-2s
- total amount of all non-retirement accounts, including 529s and home equity
- your student's cumulative GPA (on 4.0 scale) and any standardized test scores (SAT or ACT)
Let's Get Started! 👉
To assess your qualification, follow these 3 easy steps

STEP 1: GATHER INFO
There are four factors that are weighted heavily: (a) Parent Assets, (b) Parent Income, (c) Student Assets, and (d) Student Income. You should spend some time gathering this information. This will make the next steps and process run smoother.

STEP 2: COMPLETE FORM
With supporting docs in hand, you're now ready to fill out our secure and confidential online assessment. You'll receive customized results instantly upon completion.

STEP 3: CONTACT US
We're here for you BEFORE and AFTER filling out your assessment. Take advantage of our 20-minute College Funding Strategy Session - there's no cost or obligation. We're here to help!