1. The Promise
At College Plan Dude we believe everything starts with trust. We don't expect you to trust us right away
and do business with us. Let us earn your trust! Come to one of our Free local workshops and meet our
College Plan Dude!
We have also aligned ourselves with the best of the best in the industry -123college.com who has 21 years
of experience in college planning.
To show you how serious we are about helping your college planning needs, we have no problem listing
out our promises to you here on the site!
1. Develop a customized “Student Profile Report” that is approximately 70 to 90 pages filled with
information regarding your eligibility for financial aid. It will also contain detailed information about
colleges, universities, ACT/SAT board exams, AP/CLEP courses, etc.
2. Analyze your ability to qualify for college funding and to what extent by computing your Expected Family
Contribution for both the Federal and complicated Institutional Methodology.
3. Assume annual responsibility for the completion of the complicated FAFSA form. We will also file the
C.S.S. Profile required by colleges that use the institutional methodology for a one- time fee of $225, plus
the registration and college costs charged by the College Board.
4. Provide a customized “College Search” that evaluates colleges you have specified and pinpoint others
that offer the curriculum that fits your child’s career goal and a variety of other specified criteria. The
schools chosen by us are generally those schools that historically have offered strong educational values
with available financial aid.
5. Gain access to our “Negotiations Team.” We assist in helping you obtain more financial aid with colleges
and universities that offer you unexpectedly low funding. We evaluate your financial aid package(s) and
determine if the correct amount of financial aid is being provided. In the event that the package is being
under awarded or mis-awarded, we either contact the financial aid officers on your behalf or create
letter(s) for you to send to the schools requesting additional financial aid.
6. Provide you with SAT/ACT practice study guide along with software produced by the Kaplan Learning
Centers to potentially help improve test scores.
7. Provide access to a computer driven, comprehensive college and career planning system. This online
personality profile and aptitude test assists your student potentially choosing a major that your student
should enjoy and may also excel in academically.

2. 8. Inform your family about the top companies to obtain student loans that currently have the best interest
rates and excellent customer service.
9. Provide a 1/2-hour one-on-one consultation to discuss your Student Profile Report, FAFSA and/or CSS
Profile filing, and the financial aid process.
10. Provide you with a toll-free customer service number to call with any questions or any issues you may
wish to discuss.
11. Comprehensive financial planning services also available at your choice. Please visit our sister site at
www.EssenceWealth.com for detailed info.