Be Ready

Personal Financial Aid Analysis

In our years of practice, we've come to learn how overwhelming and complex the college aid process has become. By implementing appropriate strategies the amount of aid available to you can be increased dramatically. This is oftentimes true even for parents who think they are too wealthy to benefit! Take a few minutes to fill out this form. All information is secure and kept confidential. We will contact you with the results within 2-3 business days.

Your Information:

Last Name: *
Address: *
City: *
State: *
Zip: *
Phone: *
Email: *

Family Information:

You (Parent 1) Your Spouse/Parter (Parent 2)
First Name:
Last Name:
Year of Birth:
Attended Workshop?
Child's First Name Year of Birth College Start Year? Claim child as dependent?
Child #1: *
Child #2:
Child #3:
Child #4:
Child #5:
Child #6:
Child #7:
Child #8:
Child #9:
Child #10:
Primary Residence Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00): If you do not own a home, skip this section.
Year Purchased:
Default Year is 1900
Purchase Price:
Current Value:
Amout Owed:
(Mortgage plus Equity Line Used)
Income Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):
Use rounded numbers or your 2018 Federal 1040 if available

Adjusted Gross Income $: * (line 7 on 2018 1040)
Your Gross Income: $ * (Box 1 from all W-2s)
Your Spouse's Gross Wage: $ * (Box 1 from all W-2s)
Interest/Dividend Income: $ * (lines 2b/3b on 1040)>
* (line 12 Schedule 1 on 1040)
Capital Gain/Loss: $ * (line 13 Schedule 1 on 1040)
Rental Income: $ * (line 17 Schedule 1 on 1040)
Pre-Tax Annual Retire Contrib: $ *
Total Federal Income Tax: $ * (line 13 on 2018 1040) exclude self-employment tax
Other Income Information: (i.e. Child Support Received, Child Support Paid, Business Loss, Social Security, Disability, Extreme Medical/Dental Expenses etc.)
Asset Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

Cash and Savings: $ *
Investments in Parents' Names: $ * (i.e.: Stocks, Bonds,Non-Real Estate, Non-Retirement Investments)
Retirement Savings: $ *
Net Worth of Business/Farm: $ *
Real Estate other than your Primary Residence
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):

Leave all Real Estate fields blank if not applicable.

Year Purchased Purchased Price Current Value Amount Owned (Mortgage & Equity Line Used)
Property #1
Property #2
Property #3

Student's Information
(Enter whole dollar amounts. ie: 45500 instead of $45,500.00):
The "student" is the next child to go to college

Gross Wage: *
Interest/Dividend Income: *
Federal Tax Paid: *
Total Assets excluding tuition plans: *
Total all pre-paid tuition plans:
(student plus all siblings)
* UPlan, UFund, 529 Plans...
Total assets in siblings' names:
(brothers and sisters living at home)
* Savings Accounts, Bonds...
Divorce Information:

Who is custodial parent?
Is Parent 1 re-married?
If yes, does Parent 1 file jointly with new partner?
Is Parent 2 re-married?
If yes, does Parent 2 file jointly with new partner?
College Funding Advisors:

If you attended one of our Workshops, please tell us the
Date: and the Location:
College Funding Advisors uses the Federal and Institutional Methodologies to calculate Family Contribution (FC). By submitting this form I acknowledge that College Funding Advisors cannot guarantee aid and that aid actually offered is at the discretion of the Financial Aid Director at each college.