College financial services that support your academic advising

We understand the critical role you play in guiding families through the college admissions process, and our goal is to work alongside you to enhance the overall experience without encroaching on your core services.

We have a commitment to your success

We are here to enhance your clients experience

While you focus on academic, social, and emotional aspects of college selection, we bring specialized financial expertise. Our role is to provide detailed guidance on the financial aid and planning.

By offering this financial perspective, we help families make more informed decisions about their college choices, which compliments and enhances the academic guidance you provide. We assist them with creating a budget, understanding how their financial profile affects financial aid and their child's college options, and much more. Families will acquire a clear understanding and actionable plan for managing college expenses, including effective payment strategies for planning costs.

How We Support Your Planning Process

Our support addresses specific needs related to cost and aid of college planning, freeing you to focus on the broader aspects of college admissions and ensuring that families get the best of both worlds.


While you focus on academic, social, and emotional aspects of college selection, we bring specialized financial expertise. Our role is to provide detailed guidance on the financial aid.

  • Step-by-Step Guidance for Financial Aid

    We provide comprehensive education to families on every aspect of the financial aid process, simplifying it into manageable steps. Guiding families through each stage, we ensure they understand the necessary paperwork and requirements. From initial planning to final enrollment, we help keep families on track with important deadlines and forms, ensuring they don’t miss valuable opportunities for financial aid.

  • Comprehensive Financial Profile Analysis

    As your student builds their admissions profile, we work with parents to create a detailed financial profile. This includes analyzing their current financial situation, assets, income, and projected college costs. We provide them with a full report identifying their SAI and net price calculations for the next 4 years.

  • Budget Creation and Management

    One of the cornerstone services we provide is comprehensive budget creation and management for college expenses. This crucial step helps families gain clarity and control over their financial commitments throughout the long college journey.

  • Support College List Development from Financial Perspective

    We collaborate with you and the parent to analyze the financial feasibility of the identified school list and work closely with the family to ensure the selected institutions align with their financial requirements. If adjustments are necessary, we assist in identifying schools more likely to offer suitable financial aid packages tailored to the family's specific situation. This process helps create a balanced list that meets both academic and financial needs.

  • Step-by-Step Guidance for Financial Aid Forms

    By guiding families through each step, from preparation to verification, we ensure they understand the necessary paperwork and requirements to fulfill each college’s request. We provide step-by-step assistance with federal and institutional financial aid forms, ensuring families meet important deadlines.

158%

In-State Tuition & Fees

Increase from 2004-2023

$1.753+ trillion

Student Loan Debt as of 2024

$98.2 B

College Loans for

2022-23

We are here to support you and get your clients the best financial outcome. This allows you to focus on a successful admission

My College IQ, we provide comprehensive college financial planning services to help families navigate the complex process of paying for higher education. Our expert advisors work closely with your families to develop customized strategies that maximize financial aid eligibility, minimize out-of-pocket costs, and set your student up for long-term financial success.

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We take a hands-on, step-by-step approach to guiding families through the entire college financial planning process, clients will receive:

  1. Initial consultation to understand the families unique situation and goals

  2. Comprehensive analysis of the finances and aid eligibility

  3. Development of customized college funding strategies

  4. Ongoing step-by-step support with financial aid forms

  5. Review of financial aid awards and assistance with appeals

  6. Transition planning for managing college expenses

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Client will have:

Personalized college funding analysis and projections

Financial aid optimization strategies

Guidance on filling out the FAFSA and CSS Profile

Student loan education and borrowing strategies

College savings plan recommendations

Cash flow planning for college expenses

Financial aid award letter review and appeals

A 4-year financial plan to cover the cost of college

We offer financial wings to let your dreams soar higher

My College IQ provides comprehensive college financial planning services to help families navigate the complex process of paying for higher education. Our expert advisors work closely with your families to develop customized strategies that maximize financial aid eligibility, minimize out-of-pocket costs, and set your students up for long-term financial success.

Hear From Others

Susan

This is fantastic, I don't have to have the uncomfortable conversation with parents about personal finances and whether they can afford the schools their student has selected. This process allowed us to collaborate together and revise the list to have a positive outcome for both the student and parent. - Thanks a bunch.

Jody

Wow, I'm so impressed with the reports that you provided for my client. This was extremely helpful working through this process with my family.

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