Welcome to College Financial Prep! We look forward to working with you and your family!
Please review College Financial Prep’s policies as listed below.
Services:
College Financial Prep provides a variety of services related to college planning, financial aid, scholarships, student loans and other ancillary services related to college admissions and college funding.
When engaged with College Financial Prep for consultation and guidance regarding financial aid form submission, agreed upon pricing includes inclusion of up to 20 colleges, all of which are to be provided by the client at the time of engagement.
All fees charged are for consultation, expertise, advice and guidance. (The FAFSA application is free to complete for anyone who chooses to prepare and submit the form on their own, without guidance.) There is no fee charged that is specific to preparation and submission of FAFSA as it is your electronic signature that is placed on your government financial aid documents. If College Financial Prep does any filing, we are acting without limitation as the client's agent on the client's behalf.
If CSS Profile is needed, the College Board may ask you to pay an additional fee for submission of the CSS Profile. The College Board is the same organization that offers the SAT and AP tests.
Additional financial aid applications may be necessary for your student depending on the colleges that are being applied to.
You consent to our use and retention of your personal information in order to provide services and maintain services for you. All information provided to College Financial Prep is kept strictly confidential.
Specific details of the services and fees provided to each client is listed within the invoice provided to the client.
Fees:
Fees for hourly consultation are billed at a rate of $250 per hour. Flat pricing for specific services and packages, such as those related to financial aid, are available.
If additional colleges need to be added to any applications at either a later time and/or beyond the twenty colleges referenced above, an additional fee based on time will be incurred by the client. Time will be billed in 15 minute increments at the rate of $250/hour.
Rush service fees may be applicable if necessary to meet client deadlines. This may include rush services that need to be performed outside of traditional business hours.
Services are limited to those listed on the invoice. Further services are available to ensure that the client is maximizing their savings.
Payment:
Payment is due prior to services being rendered or as listed in the terms on the invoice. Once the service provided is complete, the client understands that there is no obligation for additional consultation without additional payment for such service and guidance.
All payments due to College Financial Prep may be submitted directly through the online invoice via credit card. Or you may opt to submit payment via Zelle to 516-225-5224. If you opt to submit payment via the online invoice, an additional 3.5% credit card fee will apply. If another payment option is needed, please speak with College Financial Prep.
Ethically, College Financial Prep cannot, and will not:
Guarantee that the Student will be admitted to a particular college, program, or major or receive a particular scholarship, a set amount of financial need based aid or merit scholarship or any particular amount of set savings. Instead, we will guide you strategically towards savings, based upon our years of experience.
Advise clients to refrain from listing all financial information requested on financial aid applications. All requested information that is relevant needs to be provided.
Receive payment from a college for recommending their college.
Disclaimers:
The services provided by College Financial Prep are not substitutes for legal advice, tax advice or investment advice. We recommend that you consult with these other professionals should questions arise.
Each family’s life circumstances as well as financial circumstances are different from one another. Therefore, strategic advice is customized based on your specific family’s needs. Advice given to one family may differ from advice given to another family. As such, the advice and materials provided to you are a license for your personal use and may not be publicly shared with any other person.
Client agrees to not hold Vicki Vollweiler or College Financial Prep accountable for any misinterpretations, miscommunications, misrepresentations or the like when discussing items of a financial nature. As such, College Financial Prep and Vicki Vollweiler are not liable from any resulting damages whether direct or indirect.
Each client agrees and understands that the placement of their signature (electronic or otherwise) on any financial aid document represents that all information presented is fully accurate and has been reviewed by the client prior to submission.
Client agrees to provide full disclosure as to income information, asset information, account balances, etc. for the accurate pre-planning and/or complete planning for all financial aid documents.
Vicki Vollweiler and College Financial Prep are not responsible for any intentional or unintentional omissions by the client.
Client understands that saving money on the cost of college is due to strategy, colleges applied to, colleges accepted to, finances and the student's academic accomplishments. All colleges are independent of one another and therefore need to be considered independently from any other college. Each college uses their own guidelines when considering your student’s acceptance, the awarding of merit scholarships and the awarding of need based aid.
Both College Financial Prep and Vicki Vollweiler are not responsible for any errors or omissions, or for the results obtained from the use of the information provided by the client.
All resulting information is provided “as is”, with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information. It is up to all clients to review all information prior to submission.
Termination of Service:
If payment is not received within a timely fashion, College Financial Prep has the right to terminate all services outlined in this agreement with no obligation to perform any further services. No partial or full refund of prior amounts paid under this agreement shall be made by College Financial Prep to the Client.
This Contract embodies the entire Contract between the parties hereto concerning the subject matter hereof and supersedes all prior conversations, proposals, negotiations, understandings and contracts, whether written or oral.
All rights, duties and responsibilities of any party that either expressly or by their nature extend into the future, including warranties and indemnification, shall extend beyond and survive the end of the Agreement's term or the termination of this Agreement.
Thank you.
College Financial Prep