WELCOME TO OUR PROGRAM!

STEP #1: Fill Out This On-Boarding Questionnaire

We need this information to run an EFC analysis & get you all set up inside of our software. Please complete this form ASAP because we can't move onto the next step without this information.

First Name *

Last Name *

Date of birth *

Name of Employer *

Phone Number *

Email *

Spouse's First Name *

Spouse's Last Name *

Spouse's Date of Birth *

Spouse's Employer *

Spouse's Phone Number *

Spouse's Email Address

Marital Status *

Date of Marital Status *

Student's First Name *

Student's Last Name *

Street Address *

City *

State *

Postal code *

Student's Phone Number *

Student's Email Address *

Student's Date of Birth *

Name of Current High School Attending *

Graduation Year *

GPA (Unweighted) *

SAT Score *

ACT Score *

Do you have a will? *

Please select one

Yes
No
No elements found. Consider changing the search query.
List is empty.

Do you have a living trust? *

Please select one

Yes
No
No elements found. Consider changing the search query.
List is empty.

Father's Highest Completed Educational Level *

Please select one

Middle/Jr. High
High School
College or Beyond
No elements found. Consider changing the search query.
List is empty.

Mother's Highest Educational Level Completed *

Please select one

Middle/Jr. High
High School
College or Beyond
No elements found. Consider changing the search query.
List is empty.

Non-Custodial Parent's First Name *

Non-Custodial Parent's Last Name *

Non-Custodial Parent's Date of Birth *

Non-Custodial Parent's Phone Number *

Non-Custodial Parent's Email *

Planned Retirement Date *

Do you own a business? *

Please select one

Yes
No
No elements found. Consider changing the search query.
List is empty.

Student's Employer *

Student's Yearly Income *

What are your approximate annual expenses? *

Amounts In Banks, Savings & Loans Credit Unions (Non-IRA) *Write N/A In The Fields You Don't Need

Institution #1 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

Institution #2 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

Institution #3 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

Institution #4 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

IRA Accounts & Other Retirement Accounts *Write N/A In The Fields You Don't Need

Account #1 *

Account Type
Location (Bank, Employer, Broker, etc.)
Type (401K, IRA, etc.)
Monthly Contribution
Approx. Market Value

Account #2 *

Account Type
Location (Bank, Employer, Broker, etc.)
Type (401K, IRA, etc.)
Monthly Contribution
Approx. Market Value

Account #3 *

Account Type
Location (Bank, Employer, Broker, etc.)
Monthly Contribution
Approx. Market Value

Account #4 *

Account Type
Location (Bank, Employer, Broker, etc.)
Monthly Contribution
Approx. Market Value

Student's Intended Major of Study *

How are you going to pay for college expenses? *

What are your primary financial concerns? *

How would you improve your financial situation if you could? Why? *

What college(s) is your student considering? *

WELCOME TO OUR PROGRAM!

STEP #1: Fill Out This On-Boarding Questionnaire

We need this information to run an EFC analysis & get you all set up inside of our software. Please complete this form ASAP because we can't move onto the next step without this information.

First Name *

Last Name *

Date of birth *

Name of Employer *

Phone Number *

Email *

Spouse's First Name *

Spouse's Last Name *

Spouse's Date of Birth *

Spouse's Employer *

Spouse's Phone Number *

Spouse's Email Address

Marital Status *

Date of Marital Status *

Student's First Name *

Student's Last Name *

Street Address *

City *

State *

Postal code *

Student's Phone Number *

Student's Email Address *

Student's Date of Birth *

Name of Current High School Attending *

Graduation Year *

GPA (Unweighted) *

SAT Score *

ACT Score *

Do you have a will? *

Please select one

Yes
No
No elements found. Consider changing the search query.
List is empty.

Do you have a living trust? *

Please select one

Yes
No
No elements found. Consider changing the search query.
List is empty.

Father's Highest Completed Educational Level *

Please select one

Middle/Jr. High
High School
College or Beyond
No elements found. Consider changing the search query.
List is empty.

Mother's Highest Educational Level Completed *

Please select one

Middle/Jr. High
High School
College or Beyond
No elements found. Consider changing the search query.
List is empty.

Non-Custodial Parent's First Name *

Non-Custodial Parent's Last Name *

Non-Custodial Parent's Date of Birth *

Non-Custodial Parent's Phone Number *

Non-Custodial Parent's Email *

Planned Retirement Date *

Do you own a business? *

Please select one

Yes
No
No elements found. Consider changing the search query.
List is empty.

Student's Employer *

Student's Yearly Income *

What are your approximate annual expenses? *

Amounts In Banks, Savings & Loans Credit Unions (Non-IRA) *Write N/A In The Fields You Don't Need

Institution #1 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

Institution #2 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

Institution #3 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

Institution #4 *

Account Type
Maturity Date
Interest Rate
Approx. Balance

IRA Accounts & Other Retirement Accounts *Write N/A In The Fields You Don't Need

Account #1 *

Account Type
Location (Bank, Employer, Broker, etc.)
Type (401K, IRA, etc.)
Monthly Contribution
Approx. Market Value

Account #2 *

Account Type
Location (Bank, Employer, Broker, etc.)
Type (401K, IRA, etc.)
Monthly Contribution
Approx. Market Value

Account #3 *

Account Type
Location (Bank, Employer, Broker, etc.)
Monthly Contribution
Approx. Market Value

Account #4 *

Account Type
Location (Bank, Employer, Broker, etc.)
Monthly Contribution
Approx. Market Value

Student's Intended Major of Study *

How are you going to pay for college expenses? *

What are your primary financial concerns? *

How would you improve your financial situation if you could? Why? *

What college(s) is your student considering? *