The “Plan Ahead” packages are ideal for families whose child is currently in the 10th grade, and therefore, a couple of years out from submitting applications to undergraduate admissions.

It is important for you to discover ahead of time how your savings, investments, retirement accounts and 529 college plans may hurt your child’s aid eligibility when you complete the FAFSA and CSS Profile college aid forms. You specifically want to determine three things as early as possible:

1) Which colleges use which aid forms and formulas?

2) How your family’s finances will be assessed under each formula and, therefore, at each college?

3) Will your income throw your child out of the running for need-based aid regardless of what type of accounts your assets are in, or who owns them, you or your child?

“Plan Ahead” packages include:
  • 30- 60 minute “kick off” call to discuss background and strategy
  • Comprehensive assessment of candidate background, strengths and weaknesses
  • Actionable suggestions on how to strengthen financial aid chances
  • Access to J.E.C’s resources (Newsletters, videos, alerts)
  • 3 follow up calls to check in, answer questions and revisit strategy
  • Guidance on documents to gather
  • Email access to J.E.C consultants for a one year period*
  • Dossier with general college recommendations factoring the interest, cost, aid probability etc*.
  • Upgrade to “All-Inclusive” packages available

Let us help you calculate ahead of time how your assets will affect your child’s college aid eligibility, and your ability to pay for college!

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Are you interested in our services? Feel free to reach us for a consultation.

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