College Planning & Funding


Getting into the right and best school for your child, figuring out the best way to pay for it so that there is minimum debt to the student and the parents is tantamount to a successful higher education experience. Not properly planning is the biggest reason most students take longer to graduate, end up with more debt and even sometimes do not graduate at all. In addition to that, as financial advisors, we have seen all too many times, parents borrow, rob and pretty much derail their retirement plans to send their children to college. This is not necessary.

At Greenline Associates, we have perfected a college funding and selection program that will help parents and students understand the importance of choosing the right school based not only on academics but also, lifetime cost and social values. We have all the systems in place to facilitate the optimal college funding process, reduce out-of-pocket expenses, and minimize the anxiety related to these very big decisions.  With access to our up-to-date database of colleges and scholarships, we can help provide college choices that fit the student’s academic, social, and financial profile.

Parents… do not find yourself torn between paying for your children’s college or saving and planning for your own retirement.  We will teach you, we will help you do both. We provide everything necessary for both the student and parents, to get through the college selection, application, and funding process. We are with you all the way through to graduation.

For more information about our college counseling & funding services, please contact us at or call our office at (310) 540-5185.

Services Provided:

All of the services listed below are provided for a one-time cost.

The Career Goal Assessment can help the student confirm or discover the career he or she should pursue. The student takes an online aptitude/attitude program, My Career Planner.

The Student Positioning Session is one of the most powerful steps we offer. This step will ensure finding a college that meets the student academically, socially and the family financially. An educational counselor provides an interactive coaching session designed to help the family and student choose the most viable schools.

The Interactive Online Program Tool will save the student and family hundreds of hours of time. This service provides access to an online program to be used as an adjunct to the Student Positioning Session. The Student Positioning online tool, accessed through the online database, allows clients to add/drop colleges from their inventory of prospective schools, and view/print general, administrative, and financial data sheets on over 1900 U.S. colleges. Interactive capabilities are included which allow students to explore a “what if” scenario, should they improve their standardized test scores.

As a supplement to the original Student Positioning Session, this service provides an interactive, follow-up phone conference, as a means to touch base with the student and to further encourage and foster the Student Positioning philosophy during the college selection process.

The College Admissions Applications Bootcamp is a webinar with a live counselor whose task is to assist with college admissions applications. We will not fill out admissions applications but will offer these boot camp meetings to assist students in the process.

The Student Positioning Session is one of the most powerful steps we offer. This step will ensure finding a college that meets the student academically, socially and the family financially. An educational counselor provides an interactive coaching session designed to help the family and student choose the most viable schools.

Due Dates Report is an additional important tool. Once colleges have been selected, we offer a due dates report through ENGUS to ensure knowledge of all deadlines.

The Data Verification Session is a critical part of the process. During the Data Verification Session, the client and us will make certain that the financial data used to the complete financial aid application is accurate. By using our internet-based system, clients have the opportunity to review and agree that all information is correct before any financial aid forms are filed.

Preparation of the CSS Profile, an application required by some colleges. This form is considered more complicated than the FAFSA. It is critical that information reported on all financial aid forms be consistent.

Preparation of Institutional Financial Aid Forms is an additional service where we take care of all need-based financial aid forms required by the specific colleges. Some schools have their own need-based forms that are just as important as the Financial Aid Profile (FAP) and the Free Application for Federal Student Aid (FAFSA).

Preparation of the Free Application for Federal Student Aid (FAFSA) is required by every college bound student and family, even by the student and family who will not receive need-based assistance. This form must be completed to qualify for federal aid, most state programs, and is often required for institutional merit-based aid.

Online Awards Analysis is a breakdown of the packages a student is awarded. By providing comparative reports, we can make it crystal clear what the true cost will be for the student’s first year in college.

Through our analysis, we can determine if it is to the family’s benefit to appeal an award package. If an appeal is deemed necessary, we will assist with the appeal process by consulting with the client on an appeal letter and coaching them about how to have a dialogue with the

Loan Options Counseling is provided on the four loan options: private loans, college loans, federal loans and state loans. We also provide the family with a college loan booklet which addresses important topics.

Monthly Teleconferences are live and interactive. These teleconferences are group settings, discussing in detail an assortment of timely college-bound topics. The teleconferences portion of the program starts in January of the junior year.

Quarterly Status Calls allow the servicer to keep track of the student and family and make sure that they are on course. A series of status calls ensure that the student and family are well aware of the next step in the program.

Monthly Email Program is a powerful, chronological tool. The email campaign is part of the entire planning process to ensure the student and family are on the right track.

A Comprehensive Customer Service System allows the student and family to have their questions answered along the way by our experienced and knowledgeable staff.

Data Privacy and Security is our top and utmost concern. We secure your data by using hybrid information security systems, data back-up, and other safeguards unparalleled in the industry. Feel free to ask about our IT safety track record.

Student’s Responsibilities

We do not complete college admission applications, scholarship applications, state financial aid applications or write/critique college essays or resumes.

We do not register you to take the SAT or ACT tests.