Interactive Strategy Tool · Binder Program
The Financial Aid Strategy Planner
Answer a few questions about your family's situation. We'll filter 25+ federal aid strategies down to the ones that actually apply to you, organized by urgency. Build your personal action plan and export it to share with your advisor.
This is general guidance, not personalized financial advice
The strategies below reflect federal aid rules as of 2026 and apply to most families seeking need-based aid. Every family's situation is different. Consult a certified financial planner or tax professional before implementing any strategy that affects your taxes, investments, or business structure.
1
Your situation
8 quick questions
2
Your strategy
Filtered recommendations
3
Your action plan
Track progress & export
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