cbfs planning report

College Bound Funding Report 

Our College Bound Funding Report is a 100+ page color report broken down into 14 modules focusing on our client's unique financial and academic situation. The customized Report will highlight areas within our client's current plan which may be costing them valuable financial aid dollars. 

Remember, a successful college plan will provide the highest probability of financial aid possible while minimizing the need for carrying large loan balances upon graduation.


1.  What Is Financial Aid? 

A brief discussion of aid eligibility requirements and how federal aid eligibility is currently calculated.

2.  Applying For Aid

A step-by-step description of the application process including important dates, fees, and contact information for additional federal assistance.

3.  Know Your Deadlines

Some of the most commonly overlooked deadlines are reviewed including the pros and cons of Rolling Admissions.

4.  The Early Options

Timing can be everything, but sometimes being the early bird can actually reduce a student's options. Here we look at some of the risks and rewards of taking action early.

5.  Federal Financial Aid Programs & Tax Provisions

This section looks at the different aid programs currently available, specifically eligibility requirements, annual loan limits, interest rates, and repayment terms.

6.  Household Debt Analysis

Managing debt can be one of the most critical aspects of proper college planning. A household’s debt is examined to determine possible areas of vulnerability within the overall plan.

7.  Household Income and Asset Analysis

Two of the most critical components used to calculate a family’s financial need are broken down with each part analyzed independently. This module seeks out opportunities within a household’s current funding plan to reduce direct out of pocket college costs.

8.  Expected Family Contribution Analysis

A household’s out of pocket costs are calculated using the actual methodologies implemented by both the Federal Government and Private Institutions.

9.  College Cost and Aid Information

Each school has its own cost and aid. Here we look at the costs associated with a student's college choices, including the amount of aid each school is currently offering, with a brief look at each school's class demographics, staff, technology, student retention, graduation rates, athletics, and overall quality of daily campus life.

10.  Student Employability Analysis

Possibly the most important point of college is the opportunity for career placement, and employment upon graduation. Here we look at each school's history of employment within a student's chosen field of study, specifically the amount of time it takes a graduate to find employment, including estimated first year salaries within a chosen field by school.

11.  Financial Need Analysis

Financial need is calculated for each college to compare likely aid packages, specifically the amount of gift aid and self-help, the student may receive at each school.

12.  Student Loan Debt Analysis

Loan debt is assessed for each school to calculate total loan balance upon graduation, including monthly debt payments, broken down by principal and interest. 

13.  Plan Summary 

A brief summary of the plan including the possible value each analysis may have on a household's overall plan for paying for college.

14.  College Documents

A copy of all admission and aid forms including any ancillary documents for personal records.