Family Positioning


Adviser Referral Network

Every family and student is unique and at times additional help is required. We refer our clients to outside experts when necessary to complete the college process.

FAFSA/Profile Review

Getting the Financial Aid forms completed correctly the first time is crucial. We walk every family line-by-line through these forms to streamline the process.

Award Letter Review

The moment of truth in the College Process occurs when Award Letters are received. We review the numbers and help families choose the best College.

Appeal Training

At times, families need help asking a College Financial Aid Officer to consider their unique situation. We prepare students on how to handle this call.

Loan Application Review

Making sure that Loan paperwork is completed correctly the first time has never been more important. We coach you through these forms.

The Final Steps

There are a variety of final pieces of the puzzle that must be completed once a college is selected. Connecting the dots is what makes College and Beyond Unique!