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College Financing Consultants
Can anyone recommend someone local who is experienced in: 1) evaluating college financial aid offers, 2) making recommendations about how to pay the expected family contribution, such as accessing retirement funds? Home equity? student and parent loans? 3) College financial planning for kid #2. Prefer someone who can advise and does not want to sell any financial products. Last of all, how much can we expect to pay for this type of consultation and how quickly can a meeting be arranged? Thank you! anon
Can anyone recommend a financial planner/adviser who understands the unique financial considerations for gay families regarding college financial aid & parents contribution, (our child) applying for college scholarships and loans, retirement planning, filing CA taxes and related concerns? We would prefer an independent adviser, as opposed to one who is affiliated with a particular company and thus in the business of selling certain investment products. Berkeley moms
Who do you recommend for giving practical advice about maximizing the chances of getting college financial aid, i.e. where to put money, how to deal with special circumstances, etc. etc. Right now we need advice on financial planning with financial aid in mind. In a couple of years, we'll need advice on the application process as well. Contra Costa County is preferrable, but we could do Berkeley/Oakland - or travel further for someone great. THANKS!
I'm needing questions answered regarding financial aid
planning. Specifically how to maximize our current assets
in retirement accounts, taxable accounts, etc.
Does anyone have recommendations for a competent college
financial aid consultant who knows more about the process
than just how to fill out the forms? Thanks
Frances Fee Independent Consultant 280 Caldecott Lane #303 Oakland, CA 94618-2417 (510) 548-0896 ffee[at]comcast.net Description - Comprehensive college financial aid counseling. I work with families to help them understand and navigate through the financial aid process. I complete the financial aid applications, and I assist with letters of special circumstances and/or appeals, should such be necessary.
Just having completed the college application process for my
son, I wanted to share a valuable resource: I sought the
assistance of Frances Fee (ffee[at]comcast.net). Frances helped
me navigate the treacherous financial aid forms and letter
of special circumstances. Thanks to her guidance, I am able
to send my son to a fine private school that I would never
have thought I would be able to afford. She is well worth
her reasonable charge.
My son is a sophmore in high school. We have started
receiving all sorts of invitations for information from
colleges and related services. Most of these I have just
tossed in the garbage. But we just received one from an
college financial aid service called Edifi offering a free
90 minute ''interview'' to discuss issues such as
scholarship opportunities and other financial aid
I am very suspicous of this ''offer''. I am also a little
taken aback that we are receiving this information at all.
Has anyone ever heard of this company or have they had any
experience with them?
Re: Financial Planners
This is a message for parents of high school seniors beginning the financial aid application process. I have found an expert who made a big difference in our quest for financial aid. I want to share her with other families. Frances Fee helped make my daughter's dream of attending an east coast university come true. As a single mom public school teacher with limited resources I did not think my daughter would be able to attend college on the east coast despite an excellent academic record. Frances helped us prepare the FAFSA and CSS Profile, advised us of the financial aid policies of the various schools my daughter was considering, and even helped me write an appeal letter that yielded additional money. She answered every question I came up with and allayed my fears as we went along. This fall my daugher will be attending George Washington University in D.C. with the help of a substantial financial aid package. Frances is tops in our book. As we must reapply for financial aid each year, we will be using her services in the future. I cannot recommend her highly enough. Frances Fee can be reached at ffee[at]comcast.net Robin D
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