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Why Choose Summit Financial Advisory Services?
Fees
College Financial Aid Success Stories

 

New Client

 

Comprehensive

 Financial Aid Consultation

 

 










$250.00

 


  •  Explaining the financial aid process.

  • Estimating the parents and student’s base year personal income tax return.

  •  Determination of aid eligibility. 

  •  Estimating the minimum you will be expected to pay for your child’s education based on the “formula”. 

  •  Ensuring that you are properly positioned to maximize aid eligibility. 

  •  Correcting the Student Aid Report (SAR). 

  • Comparing financial aid packages 

  •  Free telephone support for the academic year. 

  •  Completing the Federal financial aid form (FAFSA), if required.

  •  Complimentary copy of a book, College Financial Aid: How To Get Your Fair Share, written by a College Financial Aid expert and a Certified Financial Planner (new clients).

New Client

 

Comprehensive

Academic & Scholarship Consultation

 










$250.00

 

 

  • Analysis of Student’s assessment of interests values, skills and personalities.

  •  Matching of student’s assessment with colleges, majors, and possible occupations and careers from a vast database of more than 6,000 colleges & universities and over 1,000 occupations.  Searching for colleges by locations, types, sizes, athletics, extra curriculum activities and SAT/ACT.
     

  • A historical profile of GPA, and/or SAT/ACT and rate of admission of each school the student is applying to.

  •  Effective academic planning and preparation for colleges. Provide action steps and tools to help student achieve academic and scholarship success. 

Returning Client

 

$75.00

 

Each service, each subsequent year

Additional Family Members

 

$50.00

 

FAFSA completion, Each

CSS Profile On-Line

 

$75.00

 

Required by certain private schools

Business/Farm Supplement

 

$75.00  (minimum)

 

If necessary

Book only

 

$13.95

 

Add $3.50 for shipping/handling

 After your first year comprehensive consultation, you will always pay the returning client rate