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Concierge Services

Concierge College Funding Services

Brought to you by Educational Funding Solutions, whose mission, since 2000, has been to help parents and grandparents to be able to affordably send their students to college without changes in financial lifestyle and without effecting their retirement.  This was accomplished with a total membership package which included all the services listed below.

We are now offering a concierge service where families can work on an hourly basis and receive exactly what is desired for their own individual needs.

Below is a list of services that our complete Family Membership Plan has offered.  You can now pick what is the most important to you and go on a pay as you go basis.

List of Services

Family Needs Analysis: We gather all the information needed to complete the financial aid documents.  We go over the families’ goals and needs and start to develop a plan to accomplish those goals.

Career Assessment: The major reason why 56% of students who complete their freshman year of college dropout is because they are in the wrong major, at the wrong college, for the wrong reasons.  Our program allows students to assess their interests, skills, abilities, and values to determine potential majors, colleges and careers.

Electronic filing of the FAFSA and if necessary, the Financial Aid Profile *:  To be eligible for any college aid  (grants, scholarships and loans), all college bound families must file the Free Application for Federal Financial Aid (FAFSA – approximately 135 questions)) and if the student is going to apply to any private profile school, a CSS Financial Aid Profile must also be filed. (FAP – approximately 800 questions).  To qualify for any aid, these forms must be filed with the colleges that were applied to.

Review Financial Aid Awards and Appeal the award if necessary:  There are times when the schools are not offering enough aid based on historical awards.  If this is the case, and there is a reasonable explanation on why the family should receive more aid, we will appeal the award.

Budget Analysis: This is the service that will help develop the plan to send the student to college in an affordable manner.  Without a way to know how the family spends their money, there is no way to develop a financial plan. We will develop  a plan to pay for college the right way by putting together a financial strategy that will cut your out-of-pocket costs.

Implementation of the Financial Plan: Once a financial strategy is decided upon, we will then implement the plan and continue to monitor that plan so that it is the most effective.

Client Support: Over the past 20 years we have developed a process that anticipates what needs to be done to meet financial aid deadlines and requirements for over 4,000 public and private colleges.  Most parents find that relying on their student to keep up with deadlines is ineffective and there is too much at stake to risk letting the forms and papers get buried under incoming bills and the rest of the paperwork that swamps busy families every day.  We are available by phone, text email or fax to answer all of your questions and make the process as easy as possible.

Fees

We have a family membership, which we have used for the past 20 years.  That membership is $2,195 and includes all the above.

Our new concierge service is $185/hour with a two-hour minimum.  After the two hours of time has completed, additional 2-hour blocks of time are billed for any work over and above the first two hours that needs to be done.   After 12 hours are billed and paid for, if there is more work to be done, there is no additional fee.

* The Financial Aid Profile filing is an additional $495 and  includes up to 5 profile schools.  All additional Profile schools are $95 each.

Educational Funding Solutions

Phone: 818-597-1532 *** Fax: 760-345-3173

Email: dennis@educationalfundingsolutions.com

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