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Case Studies - 2017


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Case Studies - 2017


We are the best at what we do.

I pass with relief from the tossing sea of Cause and Theory to the firm ground of Result and Fact.
— Winston Churchill

OUR NEW STORIES IN 2017

Listed below are some 2017 high school graduates we recently helped here in the Atlanta area. All of our case studies are current and only represent families that we have worked with directly. We get numerous requests from families and students seeking more details so we created this page to give everyone more insight into the meaningful way we help. We changed the names of some of the families and students in these case studies to maintain and respect their privacy. If you would like to speak to any of the families featured in these case studies, contact us. Our only regret? Not being able to share all of our successes in 2017.


CASE STUDY - "CAN WE REALLY DO THIS? I HAVE NO IDEA HOW WE ARE GOING TO SEND OUR KIDS TO COLLEGE."

The Monti Family

We met the Monti Family in late 2016. Maureen, their daughter, was a solid student but her initial view of in-state public universities was seemingly dictated by her family's limited finances. We went to work with this family right away and showed them how private endowments from a larger selection of private colleges could not only make college more affordable, but less than the in-state public options.

Read more.

CASE STUDY - "WE ADOPTED MATTHEW OUT OF A TOUGH SITUATION BUT WE DON'T KNOW HOW we are going to afford his education."

Matthew Martratt

We met Matthew and his legal guardians in 2016. Once we understood Matthew's unique family situation, we were able to guide the family with more affordable and more exciting college options. In addition, Matthew was among our first students to benefit from our newly launched social media training platform (developed with Social Assurity). The success of Matthew's training was featured with several news organizations across the country. Matthew's efforts (and the increasing significance of social media with college admissions) were also featured in an article with the New York Times.

Read more.


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See how Matthew used social media for college admissions in the New York Times.


CASE STUDY - "I MAKE WAY TOO MUCH income. THERE IS NO WAY I AM GETTING ANY MONEY FOR COLLEGE."

The Charleston Family

We met the Charleston Family in early 2016 and the parents were doubtful that any financial aid would come their way. Like many families within their income bracket, they were misguided in their perceptions of college financial aid. We placed Megan though our selection program and they followed our financial aid strategy. The result was a success. The money they saved off of Megan's education can now fully finance Brandon's (their second student) education.

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CASE STUDY - "WE ALREADY TALKED TO STANFORD UNIVERSITY. THEY TOLD US WE WOULD NOT GET ANY MONEY."

The Dixon Family

We met the Dixon Family in early 2016 and their son, Andrew had his sights set on Stanford University. After an initial conversation with the university, they were told that aid would not be forthcoming based on their income. When we examined their situation, we saw a different answer.

Read more.

Case Studies - 2016


Real people. Real Problems. Real solutions.

Case Studies - 2016


Real people. Real Problems. Real solutions.

OUR STORIES IN 2016

We routinely save money and introduce competitive college options for the families we work with. These are just some of the countless examples that we see every year. Posted below are some 2016 high school graduates we recently helped here in Atlanta. We do our best to keep our information current, factual, simple and concise. Due to numerous requests from families seeking more details and specifics, we created this page to give everyone more insight into the meaningful way we help our families and students. We changed the names of the families and students we worked with in order to maintain and respect their privacy. If you are a prospective client and you would like to speak to any of the families depicted in these case studies, contact us.


CASE STUDY - "WE ALREADY TALKED TO A COLLEGE PLANNER. THEY SAID WE WON’T GET ANy MONEY."

The Grant Family

We met the Grant Family in late 2014. Lola, their daughter, was sandwiched between a sister already in college and a younger sister also in high school. What made this case unique is that this family already consulted with another college planning group here in Atlanta. This “college planner” told the family that they would not get any college financial aid or scholarships because “they made too much money.”  They did, however, offer to take their existing assets under management. Was this planner more interested in their money or more interested in helping Lola get into a and afford a great college? This is a classic example of why all college planners are not the same.

Read more.

CASE STUDY - "MY GRADES AREN'T GOOD ENOUGH FOR COLLEGE AND WE PROBABLY CAN'T AFFORD IT"

The Aldo Family

We met the Aldo Family in February 2015. Leo, their son, reluctantly attended one of our free workshops and was clearly not in the mood to talk about college. Based on comments from other teachers and counselors, Leo was told that he could probably not get into a good school and should keep his options limited to in-state choices or a community college. We had to opportunity to educate Leo and his family. With an improvement in his grades, a solid test score, and a strategic selection of colleges willing to meet financial need, Leo came away with an impressive list of colleges and generous aid packages. We were able to show Leo and his family that their options were not nearly as limited as they originally thought. One of the colleges finally came forward with an offer he couldn't refuse.

Read more.

CASE STUDY - "YOU ARE WRONG. MY CPA SAID THAT MY MONEY WON’T AFFECT MERIT AID.”

The Hughes Family vs. The Cruz Family

We met the Hughes Family in February 2015. Mom and Dad were successful and had accumulated considerable assets. However, they wanted to earmark all of that money for retirement. Their son, Patrick, was a talented student with great test scores. We presented an opportunity and plan to get Patrick an enormous amount of aid, but their CPA presented an alternative strategy. His reasoning was that Patrick was still going to get merit aid based on his grades and test scores and that their money was not a factor. This is a common misconception. Unfortunately, their CPA just did not have a lot of experience in this area. Sometimes, people just stop listening to the experts. Despite having the means, they picked the college based on price and Patrick is now attending the cheaper in-state college. Patrick had his sights set on Santa Clara University, but as you can see their merit award offering was disappointing at best and they missed-out on over $170,000 in scholarships and grants from this college.

Read more.

CASE STUDY - "ARE YOU TELLING ME WE CAN GO TO AN EXPENSIVE PRIVATE SCHOOL FOR THE SAME OR LESS COST THAN AN IN-STATE PUBLIC SCHOOL? SOUNDS TOO GOOD TO BE TRUE!"

The Cruz Family

We met the Cruz Family in late 2014. Aaron, their son, wanted to major in engineering but had his sites set on a few colleges that Mom and Dad just "didn't think were going to happen" because they were just too expensive. Mom and Dad were skeptical but made the decision to bring us on board. We showed them how our selection strategy and financial strategy could elevate and position Aaron in front of the best fit colleges possible. Did it work? We'll let you decide.

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CASE STUDY - "I AM A RECENTLY WIDOWED AND SINGLE MOM. WE'RE LATE TO THE PROCESS AND I HAVE TWO KIDS I NEED TO SEND TO COLLEGE. CAN I TRUST YOU?"

The Davis Family

We took a very personal stake in this case because there is a lot of mistrust among college planners with some news outlets and even guidance counselors calling us "scam artists" or "snake oil salesman." Quite frankly, this becomes tiresome to hear. College planning is a relatively new niche and there are some questions and some mistrust out there. We get it, but it's cases like this that reaffirm our belief that we provide a valuable service and that we're one of the "good ones" that are out there making a difference every day. Rhonda came to us in desperation. She was behind the curve with her son's college plans. After dealing with the recent and tragic loss of her husband, who could blame her? She usually left important financial decisions to her husband, now she had to take care of everything. She asked if she could trust us. She took a leap of faith and this is what happened.

Read more.

Case Studies - 2015


Look at the work we have done together.

Case Studies - 2015


Look at the work we have done together.

Our stories in 2015

Posted below are some 2015 high school graduates (and one special 2014 graduate) we recently helped here in Atlanta. We changed the names of the families and students we worked with in order to maintain and respect their privacy. If you are a prospective client and you would like to speak to any of the families depicted in these case studies, contact us.


CASE STUDY - "I make too much money to get any aid."

The Brown Family

The Brown Family came to us in June of 2014 and they were very skeptical. They did not feel that their student, Thomas, had the grades or test scores to get any aid. They also felt that they made too much money to qualify for financial aid and they were actively pursuing the "cheaper" in-state option...

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CASE STUDY - "In-state is the only option I can afford."

The Whitehead Family

The Whitehead Family came to us in April 2014 with no plan at all. They did not know where to start and were fearful that the prospective colleges for their student, Devon, were limited to in-state public options. They felt sandwiched between making too much income for aid and unprepared for the college expenses they were going to incur for both of their students...

Read more.

Case Study - "I am too poor to go to college."

William

William's father was incarcerated and his mother was unemployed and coping with a serious drug addiction. A friend of the family introduced me to William in December 2013 to see if I could help. We were late in the senior year and I almost turned him down. He had great grades, but his test score left a lot to be desired. We were also a few months away from graduation...

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CASE STUDY - "MY STUDENT HAS NO IDEA WHAT HE WANTS TO DO."

The Bradley Family

The Bradley's came to us in 2014 needing a lot of help. Their son, Ray, had not given college much thought but was poised to graduate in about a year. Through our comprehensive career search, we got Ray on track with a series of majors and college selections. We also had Ray focus on improving his GPA and our test prep program got him the test score we needed. We then competitively positioned him among several colleges...

Read more.