Welcome to the California, San Francisco - Bay Area, College Financial Aid Planning Specialists

Services & Pricing

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  • Student Assessment
  • Personality Profile Evaluation
  • Advanced Search Of Careers, Majors & Studies Based On Specific Student Interests
  • Innovative College Search Based On Demographics & Personalized Areas Of Importance
  • Personalized Private Student by a college counselor
  • The Interview Will Be Conducted By A NACAC Certified Counselor
  • Written Report Will Be Provided To The Parent & Advisor Along With A Summary Of The Interview & Recommendations For The Student
  • Student will have access to a 20 week SAT/ACT correspondence based test prep program by Method Test Prep, the nation’s leader in online test prep
  • Access to our career and majors planning software that has a personality profile test, learning skills test, scholarship search and much, much more



  • Calculate Expected Family Contribution (EFC)
  • Provide Planning Recommendations To Reduce EFC
  • Provide Financial Aid Award Estimates For An Unlimited Number of Schools, & Recommend Additional Schools To Be Considered
  • Provide Recommendations For The Best Way To Pay Your Share Of College Costs
  • Provide Tax-Efficient Borrowing Strategies To Help Keep Financial Goals In Line, Along With Cash Flow Strategies for College Years & Beyond
  • Provide Complete Financial Overview On College, Taxes, Cash Flow, Retirement & Develop A Plan To Improve Each Area
  • Provide Strategies That Legally Protect Your Savings & Retirement Accounts From The Financial Aid Formulas
  • Provide Strategies On How To Possibly Use Your Home Equity So That It Helps, Rather Than Hurts, In The Financial Aid Formulas
  • Provide Proprietary Tax Scholarship Information



  • College Planning Checklist With All Timelines & Deadlines That Is Updated Electronically & E-Mailed Every Time Something Is Completed &/Or Missing
  • Free Bonus – Complete Free Application For Federal Student Aid (FAFSA)
  • Register Your Student For The CSS PROFILE
  • Complete CSS PROFILE & Walk Families Through All Supporting Documentation
  • Complete Any Additional Forms Required By The Individual Schools
  • Confirm The Accuracy Of The Student Aid Report (SAR)
  • Make Any Necessary Adjustments To The SAR
  • Advise and Counsel on Stafford and PLUS Loan Applications
  • Provide Protection From Being Overlooked For Grants, Scholarships Or Loans Due To Mistakes In Your Financial Aid Forms



  • Spreadsheet Up To 3 Award Letters And Professionally Evaluate If Your Offer Was Fair
  • Provide Tested Appeal Letters If You Were Under-Awarded



  • Provide Easy-To-Use Parent & Student Manuals
  • Automatic E-Mails Submitted Monthly To Both Parents & Students On What They Need To Be Doing That Month To Maximize Their College Admissions And Financial Aid Results
  • Personalized Financial Aid FAQ Page
  • Interactive Online Page For Each Parent / Student
  • Provide Parent / Student Feedback On Specific Colleges
  • Unlimited Support For Parents & Students
  • Bonus Item: Copy Of Our “Student Handbook For Success”
  • Bonus Item: Copy Of Our “College Admissions Boot Camp Handbook”
  • A One-Stop Shop to Always Have Your Questions Answered With Personalized Contact
  • Provide “Peace of Mind”


We are here to make parents feel confident that their student has an attainable plan to get into a affordable college program of your choice.

You deserve the piece of mind that comes from working with a trusted Certified Advisor. Take charge of your financial future by working with a Bay Area College Planning Specialists Certified Advisor to develop your personal plan to pay for college without going broke.

Get your share of the over $100 billion in grants and financial aid that is awarded each and every year.

We can Help!

Phone 510-686-7979                                               Fax 510-405-8880

We proudly serve the State of Hawaii, all of Marin County and the following additional Northern California San Francisco Bay Area communities including San Ramon, Danville, Walnut Creek, Pleasanton, Dublin, Pleasant Hill, Orinda, Moraga, Berkeley, Lafayette, Alameda, Brentwood, Fremont, Sacramento, San Francisco, San Jose, Pacifica, Milbrae, Burlingame, San Mateo, Belmont, Palo Alto, Mountain View, Los Altos, Sunnyvale, Mill Valley, San Rafael, Novato, Petaluma, Santa Rosa and Daly City.