:: Paul R. Wrubel & Assoc. :: Our Services ::

The College Selection/Admissions Component in Greater Depth:

In addition to our primary work in the college funding arena, for those who request our asststance, we...

Provide an overview of the admissions process
Help with the design of "Perfect Fit" University (Framing the Question)
Identify colleges that fit the design
Help with the final list of colleges that merit applications
Assist with every part of the application process
- The Application
- The Essay (s)
- Referrals to preferred SAT prep programs
- Choosing appropriate references
- The college interview
Help with the final choice: Of the colleges that accepted the student, which one should he/she attend and why?

For on-site college funding clients, we have a one time charge of $795 and for clients who are served solely by fax/mail/phone and E-mail, the charge is $895. The college selection/admissions service is $895 (in-office) or $995 (long-distance) per student. It is recommended that parents who need the college admissions component strongly consider the college funding component as well in the event a student chooses a costly college. This fee structure while well below the market rate, still enables us to limit our client base so that each client will receive professional services of the highest quality throughout the family's long-term relationship with us.

WORKSHOPS on college issues for public and private organizations.

The typical fee for the sponsoring organization wishing to host workshops 1-3 is a $250 donation to CollegeWorks, a 501(c)(3) non-profit company that supports low-income, under-represented segments of our society to make college a reality.

Workshop 1: Funding a College Education (The Insider's Guide)
Prerequisite - None
The Appropriate Audience: Parents of high school students (freshman through first-semester seniors)
Time: About an hour and a half to two hours
Topics Covered:
- Why Apply for Financial Aid?
- The Financial Aid System
  - Two Kinds of Financial Aid
  - How the Formula Works
  - Sources of Financial Aid
  - Forms of Financial Aid
    - Loans
    - Grants
    - Work/Study
- The Financial Aid Award
- How to Lower Out-of-Pocket College Costs
- Critical Time Lines
- General Admissions Comments*
  - How to Choose a College
  - How to Better the Admissions Odds
  - Making the Final Decision
- Q & A Time is allotted
* Admissions comments are rather general and do not presume to go into the kinds of detail found in Workshop 3.
Workshop 2: Completing the Financial Aid Forms (Should be scheduled between November and mid-February.)
Suggested Prerequisite: Workshop 1
The Appropriate Audience: Parents of seniors and any parent who wants to get a preveiw of college costs.
Time: FAFSA only, about an hour and fifteen minutes. Both FAFSA and Profile and a short break between forms, about two hours.
Topics Covered:
- Overview of why one files a financial aid form
- Completion of the FAFSA (Free Application for Federal Student Aid)
- Review of the Follow-up Paperwork and How to Deal with It.
- Completion of the Profile for those who need it.
Workshop 3: College Selection/Admission (The Road to College)
Suggested Prerequisite: Workshop 1
The Appropriate Audience: Parents and students (sophomores and juniors)
Time: About an hour and a half
Topics Covered:
- Framing the Question - Designing the perfect college
- Getting Information
  - Visiting Colleges
  - Using the Net
- The Application
  - Common vs. Individual
  - SAT/ACT Issues
  - The College Essay
  - Choosing Recommendations
  - The College Interview
  - (College Funding is NOT COVERED in this Workshop)
- Making the Final Decision
Workshop 4: College Funding Issues for Financial Professionals**
Suggested Prerequisite: Training and/or experience in asset management
The Appropriate Audience: Financial Professionals (CPA's, CFP'S, Brokers and Money Managers)
Time: About an hour and a half
Topics Covered: The workshop is a specialized one that focuses on issues pertinent to financial professionals who provide tax and investment advice to the general public. It is intended to assist financial professionals to enable them to better advise their clients on ways to preserve family assets during the college years. It will alert professionals to avoid what may seem like good tax and investment advice, but which may be harmful strategies in the college funding arena.
Fee: $500 plus travel expenses as appropriate.
**Continuing Education Credit has often been given to attendees of this workshop by their professional organizations

MORE SERVICES

Specialized Program for Clients of Financial Professionals who have a vested interest in keeping clients' money under management. Typically paid for by the referring financial professional from the account of the client.
Fee: $795 (Financial component only)
Grandparents: A unique full-service program for the children and grandchildren designed so that the grandparent can help granchildren attend college without further financial assistance from the grandparent.
Fee: $1,800 per family with one child. There is a separate charge of $895 for each additional child within a family.
Professional Consulting Services:
- Legal - Assist attorneys's and their clients with divorce agreements that may include provisions relating to college funding for the children.
  Fee: $200 per hour with a two-hour minimum plus $100/hr travel time.
- Organizational - Assist organizations wishing to design college support/scholarship programs that produce the most effective outcomes.
  Fee: Negotiated by Project.