Case Studies

Our firm assists a wide scope of families throughout the United States. Our client base consist of families of dual and single parents households with some dealing with special circumstances that will affect their financial aid eligibility. Our clients incomes range from around $20,000 and extend into the six figure amounts. Many of our families come to ascertain that the most obvious way to approach the financial aid process is not always the best method.

Lower Income

Parents on the lower side of annual income between $20,000 and $40,000 which some are single parent households. For example, in this client’s situation, this parent lost his wife, was disabled, and had a low income. The student wanted to attend her dream school. After receiving the initial award, they thought that she would not attend her 1st school choice. After the school received our appeal letter they responded with an additional $11,000 of gift-aid for her first year in college.

Financial award letter before appeal

Financial Award Before Appeal
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Financial award letter after appeal

Financial award letter after appeal
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Middle Income

One type of client our firm assists earns between $52,000 and $75,000 annually with multiple children in the household which many of end up attending a private college.

Unfortunately many times private colleges are not as magnanimous in the initial award as they could be. Since I felt the school could do better for this student, I drafted an appeal letter for the parents. The college then responded with an updated award that consisted of $3,000 more of gift-aid.

Financial Award Letter Before Appeal

Financial Award Letter Before Appeal
(click image to enlarge)

Financial Award Letter After Appeal

Financial Award Letter After Appeal
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Higher Income

Some of our clients have incomes in the higher six figure range that may not initially qualify for need based aid based on the formulas. In some of these instances, we may recommend to the client that we not file for aid in a given year and pursue aid outside of the process.

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