You were right on so many levels about college options for our daughter. It has been a godsend. And so were you, right when we needed you. You really know your stuff, combined with a keen intuition about every kid you see.

Ten Steps to Success

Everyone’s college planning process will be different, and these steps are just a general outline of our process. Extra meetings, phone calls, and emails are unlimited – whatever it takes to have a great outcome and happy client!


Most students complete the first five steps during their junior year of high school.

STEP 1: Introductory Meeting and Initial Consultation.
A meeting with the student and parent(s). We will share information, outline responsibilities, get to know you, and review such things as high school courses/grades earned, test scores, activities, and academic and extracurricular interests. Parents are encouraged to share their perspectives, as well. After learning more about you, we will recommend ways you can bring your talents to the next level and seek out leadership opportunities.

STEP 2: College Selection Meeting.
A meeting with the student and parent(s). We will guide you through a detailed college selection survey to better understand your college preferences. Parent(s) may provide their input, too. Our goal is to assess your strengths, interests, needs, and wants so we can recommend colleges that will best allow you to grow, maximize your talents, and pursue your desired career path.

STEP 3: Meeting to Present Colleges and Introduce Naviance.
A meeting with the student and parent(s). Based on your input, we will research colleges, recommend up to 20 prospective schools for you to consider, and explain why each could be a good fit for you. We will also register you and your parent(s) for Naviance Family Connection, a web-based service you can use to identify and compare colleges, evaluate your likelihood of admission and eligibility for financial aid, and access many other research features and planning tools.

STEP 4: College Research.
Responsibility of the student (with our support). We will provide monthly College Research “Jam” Sessions you can attend with a group of students to learn more about the colleges we have recommended. We will also help you introduce yourself to the colleges as a potential applicant and provide tools you can use to explore your colleges online.

STEP 5: College Visits
Responsibility of student and parent(s). Visiting colleges is the best way to assess the academic environment, extracurricular options, and overall feel of the school. We can help you and your parent(s) arrange and schedule college visits. If any colleges require or recommend interviews, we can also help you do your best by taking you through a practice interview session in advance.


Most students begin these steps after their junior year of high school and complete them senior year.

STEP 6: Summer Strategy Session.
A meeting with the student and parent(s). In the early part of the summer (as early as May of your junior year), we will meet to finalize your “Apply List” and make a plan for all of the different components – applications, supplements, letters of recommendation, essays, standardized testing, and possible resume – that will make up your individual application strategy.

STEP 7: Let the Essays Begin!
One-on-one support for the student. After helping you select an essay topic that fits your personality and accentuates your strengths, you will be ready to let your creativity flow and start your essays. To assist you, we will assign you to one of our “essay experts” who will review and critique all of your essays and supplements.

STEP 8: Common Application Meeting.
Individual session with the student. After August 1st (when the Common Application is available online), we will help you complete the Common Application online and ensure that it best highlights your strengths.

STEP 9: Application Process.
Responsibility of the student (with our support). We will assist you with completing your applications through individual meetings and monthly Application “Jam” Sessions you can attend with a group of students. We will also provide guidance on how to submit your test scores, letters of recommendation, transcripts, and any other supporting materials.

STEP 10: “Destination College” Decision.
Final meeting with the student and parent(s). We will review the responses you’ve received from your colleges and help you determine your final destination – where you will attend college next year. Time to celebrate!

Come meet us and get started on your college planning.
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