Why you need
Financial Aid Consulting in {city}}, CA.

Expertise and Guidance

College financial aid consultants are professionals who possess extensive knowledge and experience in navigating the complex world of financial aid. They stay updated on the latest policies, regulations, and best practices, and can provide personalized guidance tailored to your specific circumstances. They can help you understand the different types of financial aid available in {city}}, CA, such as grants, scholarships, loans, and work-study programs, and assist you in making informed decisions.

A consultant can assess your financial situation, including income, assets, and family circumstances, to identify potential strategies for maximizing your eligibility for financial aid. They can offer advice on managing your finances, positioning assets, and utilizing available tax benefits to optimize your chances of receiving aid.

College financial aid consultants in {city}}, CA are well-versed in scholarship and grant opportunities. They can help you search and apply for relevant scholarships and grants that align with your academic achievements, extracurricular activities, and personal background. Their expertise can increase your likelihood of securing additional funding beyond what the standard financial aid process offers.

The financial aid application process can be complex and time-consuming. A consultant in {city}}, CA can guide you through each step, ensuring you complete the required forms accurately and submit them on time. They can assist with the Free Application for Federal Student Aid (FAFSA), CSS Profile, scholarship applications, and other necessary documentation, minimizing errors and increasing your chances of receiving aid.

College financial aid consultants in {city}}, CA can help you develop a comprehensive financial plan for your college education. They can assist in estimating the costs of tuition, room and board, books, and other expenses, and help you create a realistic budget. They can also advise on student loan options, repayment plans, and financial management strategies during and after college.

By engaging a consultant, you can save valuable time and reduce stress associated with navigating the complexities of the financial aid process. Consultants handle the research, paperwork, and communication with financial aid offices, allowing you to focus on other important aspects of your college application and preparation.

About Planwise .

As seasoned financial aid experts, we offer comprehensive coaching and guidance throughout the entire college planning process. We understand that deciding on a college and managing the financial aspects can be overwhelming. By entrusting us with your financial planning, we can ensure the support and expertise needed to make informed decisions and alleviate your concerns around loans, debt and paperwork.

"Break free from financial constraints. Let Planwise guide your college financing journey; turning dreams into reality".

Have any questions?
Don't hesitate to get in touch with us!

Uncertain about your next steps? Let's discuss and find solutions together, igniting excitement and progress in your journey.

Unlock the doors to opportunity: Financial aid expertise tailored for your family

Transforming aspirations into achievements: Helping families thrive in higher education. Transforming aspirations into achievements: Helping families thrive in higher education

Image name

Matthew Kim

CCFS®, Financial Advisor
CEO & President
Image name

Yun Jae Lee

College Funding Specialist
Image name

Claudia Song

CCFS®, Financial Advisor
College Funding Specialist

Free initial consultation call

Allow us to expertly navigate you through the college journey.

Schedule yours
College Hunt

1. Discovery Call & Select suitable package

College Admission

2. Strategy Session

College Life

3. Apply for Financial Aid

College Life

4. Review & appeal Financial Aid package

How much is the consulting fee, and is it really worth it?

Our consulting fee is listed on our pricing page, with each tier providing more comprehensive service. Many parents make mistakes when filing FAFSA and CSS Profile applications due to its complexity and unfamiliar tax terminologies. Simple mistakes could result in tens of thousands of dollars, and our experts can help prevent that. Also, we strategize and implement strategies that drive down the EFC, which could increase in financial aid that easily offset the cost of our service.

We cannot guarantee any specific amount of financial aid since the financial aid package is offered by each college. However, what we can promise is that our strategies will lower your EFC drastically, which results in a higher chance of receiving financial aid. Also we have a database of colleges all across America, so we can help you shop for colleges who will likely provide more aid.

Best time to visit us is 9th Grade since Financial Aid applications look back 2-3 years of tax and asset information. If your child is already in 10th or 11th grade, don't be discouraged, but contact us as soon as possible so we can help you. Good news is that we provide our 30 min discovery session free of charge, so book a meeting today and we can find out for you.

You'll be very surprised to find out how expensive colleges are these days. As long as there's a difference between the Cost of Attendance and Expected Family Contribution, you should be eligible for Financial Aid. Our service actually has benefited many affluent parents in saving college costs. Book a meeting with us today to find out.

Read our featured articles.

College Decision Time is around the corner- Are you ready to bite the bullet?

Are you or your child a high school senior getting ready to take the first step towards college education? As exciting as it may be ...

Read More

How to Cut College Costs: Guidelines for In-State Tuition Eligibility

Are you worried about the high cost of higher education? Do you dream of attending a top-notch public university, but can't afford the out-of-state tuition? ...

Read More

The process of Financial Aid Verification

Financial aid is essential for many students who wish to pursue higher education. However, before you receive financial aid, you must complete ...

Read More