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Case Study

james

The True Value of Knowing How To Negotiate.

Main objective:

Defend the initial $6,100 financial aid packages for his son who was accepted to Duke University, despite a recent inheritance.

key issues:

Despite his constant and determined communications with the financial aid office, he was getting nowhere fast. He was on the verge of losing the $6,100 in annual aid his son had already received after being already accepted. His calls into the financial aid office were falling on deaf ears as he tried to explain the recent inheritance of business and rental property from his mother who had recently passed away. He needed to find a better way to get his point across so he reached out for some guidance

solution:

His strategy called for a careful review of his existing financial aid package, and providing added documentation to carefully explain the nature of his recently inherited assets. After applying the basics of understanding the financial aid criteria, clarifying the schools point of view, crafting the appropriate documented, and updating his son’s financial aid package, the results were surprising.

outcome:

Not only was James’ new approach successful in protecting his son’s existing $6,100 financial aid package, but he was also awarded an added $19,900! After applying the basics of understanding the financial aid criteria, clarifying the schools point of view, crafting the appropriate documentation, and updating his son’s financial aid package, the results were surprising.

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Ian Maxwell

Ian Maxwell

Founder, Reviresco College Planning

I take pride in finding solutions for my clients that reduce stress and save them tens of thousands of dollars. I am in the business of providing value, and I hope to hear from you soon! Feel free to reach out if you have any questions, comments, or concerns about planning for college and paying for college. I wish you all the best!

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