Financial Advising Packages
Financial Advising Packages
Basic
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1:1 access to your advisor
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5 hours of dedicated advising time*
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FAFSA and CSS Profile walkthrough
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External scholarship search resources
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Support for financial aid admissions deadline review
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Financial aid award letter review and comparison
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Financial aid appeal information
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Unlimited access to resources and on-demand videos
Comprehensive
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1:1 access to your advisor
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10 hours of dedicated advising time*
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FAFSA and CSS Profile walkthrough
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External scholarship search search support for up to 3 scholarships
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External scholarship essay editing
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Support for financial aid admissions deadline review
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Advanced financial aid award letter projections and comparison
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Merit and Institutional award projections and comparison
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Financial aid appeal information
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Financial aid appeal essay editing
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Unlimited access to resources and on-demand videos
Ultimate
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1:1 access to your advisor
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15 hours of dedicated advising time*
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FAFSA and CSS Profile walkthrough
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External scholarship search search support for up to 5 scholarships
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External scholarship essay editing
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Support for financial aid admissions deadline review
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Advanced financial aid award letter projections and comparison
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Support in merit and institutional college scholarship essay editing
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Merit and institutional award projections and comparison
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Access to a state of the art financial planning services
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Financial aid appeal information
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Financial aid appeal essay editing
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Financial budgeting and management guidance
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Unlimited access to resources and on-demand videos
*Our offerings encompass more than just one-on-one meetings; they also cover additional time during which your advisor dedicates effort to tasks such as scholarship searches and refining your appeal essays. Clients can expect to meet with their advisor one-on-one three to seventeen times depending on which package they purchase.
Frequently Asked Questions
The financial aid process involves more than the Free Application for Federal Student Aid (FAFSA). Many schools require FAFSA submission for institutional scholarships, but may also require the CSS profile. Your college financial advisor can assess your college financial needs, help convey your family financial story, and offer strategic advice on educational savings.
It is best to engage a college financial advisor early, ideally during the sophomore or junior year of high school to allow ample time for comprehensive college financial planning.
Private advisors offer field expertise, have more time to spend with each student, personalized attention, focused resources, and detailed guidance, ensuring a customized approach to each student’s needs.
Advisors develop customized college financial plans, coordinating with your college list and application deadlines. Accessing extensive databases, and personalized recommendations, we provide resources and financial strategies tailored to your family circumstances.
No. Our advisors support students of all financial levels, maximizing potential with unique scholarship opportunities and available resources for their college choices.
We guide students through the institutional and external scholarship essay-writing process, offer feedback, edit, and provide strategic advice to ensure compelling scholarship materials.
We are skilled in seeking external scholarships that match a student’s interest, increasing chances of receipt.
Certainly! Our advisors can provide guidance on how to maximize personal college saving plans, federal and private student loans, and work-study opportunities.
Yes. Our advisors can guide you through the offer letter, parsing out the true cost to a family.
Our advisors can help navigate financial changes and communicate strategies with colleges, finding tailored guidance on institutional requirements for financial aid professional judgment.
Regular meetings ensure students stay on track, so they are not missing out on any opportunities. Sessions are scheduled at key milestones, ensuring a structured and timely approach to the college application journey.
Absolutely. The support and expertise provided by a college financial advisor can lead to potentially valuable financial aid opportunities and increased knowledge and confidence in the financial aid process.
Package duration based on the student’s goals and timelines. We discuss this further in consultations to determine the best fit for your family.
Yes. We completely understand and can set up installment plans for you at no additional cost so that the cost is divided over several months.
Yes, we encourage parental involvement. Our advisors offer family sessions to address any concerns, gain further insight into family financial circumstances, and keep parents informed about the college financial planning process.
Simply schedule a no cost consultation with Cerita Grotts for personalized guidance on where you are in the process and explain the entire timeline to you.