Comprehensive Services
Philip L. Richardson, CFP, MS offers The "College Graduate" Program, which is an all-inclusive college preparation and funding service delivered by College Funding Solutions, Inc. (CFS).
When considering your enrollment into the CFS program, please note that preparing and paying for college is a joint venture between the student, the family, and College Funding Solutions, Inc.
At CFS, our ultimate goal is for the student to receive the highest
quality college education at the most affordable price. From our years
of experience in this industry, we know what works best and why. Our
suggestions, strategies, and procedures have all proven successful.
All students in The “College Graduate” Program are offered the same opportunities.
What the student does with those opportunities is entirely up to the
student. If college is a top priority, our program can provide endless
rewards. However, before enrolling, you must be committed to attaining your goals – we are!
The "College Graduate" Program List of Services:
Build a Confidential Student / Family Profile, which familiarizes us with the student’s high school achievements, future goals, and anticipated educational requirements.
Timeline, Flow Charts, Newsletters, and Procedural Reminders are used to keep the family posted with the progress and upcoming steps.
Toll-Free Telephone Access to a live college preparation and funding professional to help answer any questions the family may have during the process.
Provide the Student / Family with Our Comprehensive Guidebook,
which includes over 300 pages of specifics regarding the college
selection, application, and funding process. Included are: high school
preparation insight; SAT and ACT information; college admission
strategies; and college campus visit details.
Provide the Student / Family with Password-Protected Access to the “Client Secure” Portion of our Website,
which is filled with an enormous amount of detailed college preparation
and funding information – all in one convenient location. Included
are: important terms and phrases; effective planning and funding
strategies; pitfalls to avoid; and our "what you must know" list.
High School Preparation – specific details regarding the
qualities institutions typically look for in a prospective student;
along with assistance on building an impressive transcript and methods
to effectively present your achievements to the colleges.
Career Planning, Guidance, and Suggestions – career
information via testing, scoring, and reporting as requested by the
student, which is designed specifically to help select a course of study
compatible with his/her interests, abilities, and values.
ACT™, PSAT®, SAT® I, and SAT® II Subject Tests – guidance on
which tests to take and when to take them, including: testing dates and
registration details; specific procedures, strategies, and tips for
effective testing; access to the latest (and best) study guides and
practice tests; and information regarding how the tests are administered
and how the scores are reported.
College Search, Selection, and Application Preparation – ideas
and direction to help you keep your options open and best match your
desired criteria with institutions that offer those requirements.
Details on when and how to apply for admissions, including: specifics on
how institutions score applications; what to include and what to avoid;
and the most overlooked and underrated items on the admission
application. At the client’s request, CFS also reviews and critiques
admission applications prior to submission.
The Funding Process – provide details on the workings of the
process, including: what makes up the funding package; suggestions on
proper asset positioning; vital statistics on over 1,600 institutions
regarding percentage of need met and type of funding offered;
explanation of special circumstances and how they may apply to your
family; and funding distribution procedures and their affect.
College Funding Planning Report - evaluates the family’s
current financial situation, offers available options and strategies,
and projects the amount of institutional funding that may be offered
based on each school’s past awards.
Private-Sector Scholarships – we assist the student in
locating general private-sector scholarships for which they may apply.
We also provide information that includes: scholarship scam warnings;
creating an effective core application; how and when to write request
letters; what to include in your applications and what to avoid; how to
write a powerful essay; and how the placement of a private-sector award
may affect other funding.
Free Application for Federal Student Aid (FAFSA) – we complete, endorse, and file the required FAFSA on behalf of the student / family.
At the client's request, we will assist the family with the completion and submission of the following: CSS/Profile, Verification Worksheet(s), and Required Miscellaneous Application(s), if required by the institution(s).
Student Aid Report (SAR) – we review and check the SAR for accuracy, making any necessary corrections and/or updates.
Award Letter Evaluations – we evaluate and offer an opinion
regarding each institution’s offer of funding based on the student’s
qualifications and the school's past funding offers. We also suggest an
appeal strategy for additional funding, if applicable.
Campus Visits – provide information on how and when to visit,
including: details on who to meet with; how to arrange your tours; what
to look for; and how to get the most from your visits.
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