College Planning Toolkit

Bookmark this page to use these FREE resources throughout your college admissions process

Complimentary Initial Consultation

Identify key issues you should be considering as you begin the college admissions process.

  • Discuss your child’s academic aspirations and how that matches his/her ideal career and lifestyle after college
  • Explore key factors that go into choosing the right college and how to build a balanced college list
  • Begin to develop a college planning timeline
  • Provide financial clarity for parents and discuss steps students can take to reduce college costs and graduation debt
  • Ask questions about college planning and learn how we can help

You’ve got an expert right there to answer your pressing questions and help you determine your best path.

Guides, Checklists and Worksheets 

S.A.F.E Questions for College Visits

A document with key questions to ask on a college visit in each of the four S.A.F.E. categories.

Digital College Visit Checklist

An online document with key tasks pre, during, and post-college visits.

College Visit Worksheet

This google sheet helps you prepare for a visit, track contacts made, and rank your experience on the visit with a "College Visit GPA."

S.A.F.E College Fit Guide

This guide outlines the four key areas to evaluate when determining a college fit: social, academic, financial, and employment.

College List Organizer

This worksheet allows you to track and rank colleges on important research factors

Guide to Finding a Social Fit

Social Fit is the key to finding a college that is going to keep you happy and healthy and avoid transfers.

College Selection and Application Process Overview

Learn about the key areas considered in admissions in this document.

Developing your College List

This 15-page document review important aspects to consider as you build your college list.

Scholarship Toolkit

Links to scholarship websites, scholarships by category, and high school specific scholarships.

Standardized Test Plan

This document will help you develop a strategy for ACT/SAT test prep

Standardized Test Best Practices

This document covers important considerations for your test prep

Resume Template

Keep your academic achievements, awards, activities and employment history in one place so you are ready to enter the information in the common app

Letters of Recommendation FAQ

Commonly asked questions regarding letters of recommendation

Common App FAQ

Commonly asked questions about the Common App

Common App Best Practices

Some helpful tips as you are completing the Common App

Common Application Activities Worksheet

This worksheet helps you define and prioritize your activities to make sure they meet the Common App requirements

What Our Families are Saying.

On Demand College Planning Workshops

College Admissions Guidance Experts

20 Tips to Mastering College: Applying, Affording, Succeeding

Learn best practices, key deadlines and how to help your child maximize opportunities to get accepted. Discover how to create a strong college list, create a plan to pay for college, and choose a major and career path.


Crack the Code: Tips for Highly Selective Admissions

This workshop is specifically for high-achieving students striving for a highly competitive academic institution. Learn how to maximize your academic talents during the college admissions process.


Juniors: Start your College Planning Right Here, Right Now

We guide you through the necessary steps to successfully plan for college during junior year of high school. By having a plan, you'll reduce your stress and make sure you're on the right track moving into senior year.


Get Accepted! College 101

We will cover important topics students and parents should be thinking about as freshman and sophomores to set them up for later college planning success. Learn the basic fundamentals of college planning that set the stage come junior & senior year.