COLLEGE FINANCIAL PREP (516)225-5224
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www.CollegeFinancialPrep.com
516-225-5224
CollegeFinancialPrep@gmail.com
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college_financial_prep_-_informational_material.pdf
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ABOUT VICKI VOLLWEILER, FOUNDER OF COLLEGE FINANCIAL PREP:

Vicki Vollweiler, founder of College Financial Prep, has built her practice focused on College Planning and College Affordability. Vicki holds her Master’s Degree in Business Administration and has focused the bulk of her career on analysis, pricing, return on investment and negotiations. Vicki received her MBA degree from Syracuse University where she had been awarded a Full Merit Scholarship plus financial stipends.
Prior to College Financial Prep, Vicki had been serving clients as a Certified Divorce Coach who helped parents achieve personal financial goals.  As clients started to ask how they were going to afford the cost of college for their children she knew, as a divorced mom herself, that the goal (and challenge) is to provide the best education for children possible while minimizing costs and reducing the need for student loan debt.  To date, some clients have successfully saved hundreds of thousands of dollars each with College Financial Prep's guidance.  

Vicki is a proud member of Females & Finance, The National Association of Divorce Professionals and NYSFAAA.


ABOUT COLLEGE FINANCIAL PREP:

College Financial Prep works with families who are typically of one of three mindsets:
  • Parents with high levels of financial need.
  • Parents with a desire (but not financial need) to keep college costs contained.
  • Parents who want the best possible education for their children at the best price.

College Financial Prep ensures that all clients are well informed as to options for savings.  It is our clients who will be making important financial decisions that could potentially have long term consequences.  As each college is different, so is each student and each family’s financial picture.  We provide college planning services starting when the students are in 10th and 11th grades and then work with families through the college years and graduate school.  With proper college planning, families will have increased opportunities to reduce costs and lower the amount of student loan debt that might be needed.


COLLEGE FINANCIAL PREP OFFERS THE FOLLOWING SERVICES:
  • College planning - includes strategic development of a financially friendly college list
  • Projecting costs at various colleges specific to the client’ household income and assets.
  • Speaking with parents and students regarding college costs, future plans, student loans, potential monthly payments, etc.  The key is for everyone to be aware and informed.
  • Financial aid application services
  • Analysis of financial awards
  • Appeals and negotiations  
  • Student loan advisement  
  • Scholarship search
  • Student Loan Repayment

Services are delivered via one on one consultation, group coaching sessions and online courses.


COLLEGE FINANCIAL PREP’S INTRODUCTORY WEBINAR:
The high price of a college education is top of mind for many families.  With costs of some colleges exceeding $80,000 dollars per year and student loan debt swelling in America to beyond $1.57 Trillion dollars, college planning and strategies to achieve college affordability are necessary so as to not jeopardize the student’s or the parents’ standard of living and simultaneously, for those families who are able to afford the high cost of college, to preserve wealth.
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College Financial Prep welcomes the opportunity to offer educational programming to your community.  The introductory webinar focus is always a high level discussion on “How To Save Money On The Cost Of College” and “The College Timeline.”  Q&A is always encouraged throughout the presentation.  Topics typically include:

  • Steps in the college planning and college saving process
  • Need based financial aid
  • Merit based aid including grants and scholarships
  • How to find free money
  • Why everyone, regardless of income, needs to submit FAFSA
  • Student loan debt statistics
  • Student Loans vs Parent Loans
  • What are the anticipated college expenses that parents should plan for
  • The college timeline
  • Test optional colleges and the importance of the ACT and SAT 
  • Considerations for high net worth, divorced, widowed and other specific situations
  • The impact of covid on college admissions and affordability
  • Negotiating

Please contact College Financial Prep to discuss how we can best serve your organization.
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college_financial_prep_-_informational_material.pdf
File Size: 297 kb
File Type: pdf
Download File

Contact College Financial Prep
While Vicki Vollweiler of College Financial Prep, or any college financial aid advisor, cannot guarantee receipt of financial aid, utilization of our confidential services will provide you with cost saving strategies to implement in regards to college and savings.  Client understands that savings on the cost of college are not guaranteed with our college planning, preparation and advisory services.  However, College Financial Prep will guide you based on your family specifics as to how to be best served to potentially maximize aid and/or scholarships.  Please note: Not all cost saving strategies that may benefit you in terms of reducing your Expected Family Contribution for college are beneficial to you from a tax perspective.  College Financial Prep is not a replacement for your Attorney, Accountant, Financial Planner or Investment Advisor.  It is recommended to discuss various strategies, as necessary, with the above mentioned professionals.  FAFSA, TAP and CSS Profile may all be completed free of charge without professional assistance.  Fees charged are not for submitting the financial aid applications. Fees charged are for the advice and expertise offered.  College Financial Prep is not affiliated with the Department of Education.
  • Home
  • About
    • About
    • Happy Clients / Testimonials
  • Work With US
    • Services/Packages
    • Courses and Memberships
    • Professional Colleagues >
      • Informational Materials
    • Event Calendar
  • For Divorced Parents
    • For Divorced Parents
    • Divorce & College Podcasts and Videos
    • Divorced Parents - Shop
  • Resources
    • Podcasts & Videos
    • Digital Resources
    • Blog
    • FAQ
    • Scholarships
  • Contact