Central Mass
College Funding Advisors
Central Mass College Funding Advisors


"Let no child be denied an
education because of money."

- Tom Brooks, College Funding Advisors

"People with six-figure incomes
are now regularly eligible for
five-figure college financial-aid
packages."

- The Wall Street Journal

"When it comes to financial aid
for college, it isn't just about
how much money you have.
It's about where that money is."

- The Wall Street Journal
Confidential Family Contribution Analysis

Central Mass College Funding Advisors In our years of practice, we've come to learn how overwhelming and complex the college aid process has become. By implementing appropriate strategies the amount of aid available to you can be increased dramatically. This is very often true even for parents who think they are too wealthy to benefit.

If you would like to learn more about what the information on this form can do for you, attend one of our Free Seminars, otherwise...

Take a few minutes to fill out this form and we will contact you very soon! You will soon learn from us how much college financial aid you will qualify for, at no cost or obligation. Of course, we will also share with you the potential for increased financial aid should you decide to implement some or all of our suggested strategies.

You may also download a printed copy of this form (the same one used at our meetings in the public schools) to fill out and mail or fax to us. (Our fax number is on the form.)

PLEASE NOTE: We NEVER ask for social security numbers or credit card numbers on any of our forms, and your information is always secure and kept in strict confidence.

Last Name:        
Address:          
City, State, Zip: 
Phone:            

        We need your email address
        here in order to respond by email...
Email: 


  Parent/Stepparent #1   Parent/Stepparent #2
First Names:  
Attended Workshop?  
Year of Birth:  
  First Name   Year
of
Birth
  College
Start
Year
  Do you claim
child as
dependent?
Child #1:      
Child #2:      
Child #3:      
Child #4:      
Child #5:      
Other Dependents: (elderly parent, disabled sibling etc.) Primary Residence (Your Home) Information: Year Purchased: Purchase Price: Current Value: Amount Owed: (Mortgage + Equity Line Used) Parent's Income Information: (use estimates or your most recent Federal 1040 if available) Adjusted Gross Income: (line 7 from 2018 Federal 1040) Parent/Stepparent #1 Wage: Parent/Stepparent #2 Wage: Interest/Dividend Income: (lines 2b plus 3b from 2018 1040) Annual Retirement Contribution: Total Federal Income Tax: (line 15 from 2018 Federal 1040) Parent's Other Income Information: (Please include Amount and Description) (Child Support Received, Child Support Paid, Business Loss, Social Security, Disability, Extreme Medical/Dental Expenses etc.) Parent's Asset Information: Cash and Savings: Investments in Parent's Names: (Investments include Stocks, Bonds, Non-Real Estate, Non-Retirement Investments) Retirement Savings: Net Worth of Business/Farm: Real Estate other than your Primary Residence Year Purchased: Purchase Price: Current Value: Amount Owed: (Mortgage + Equity Line Used) List Other Real Estate Information Here: (Please include the same four items listed above for each property) Children's Financial Information:
  Annual
Income
  Savings
excluding
tuition
Plans
  Tuition
Plans:
UPlan
UFund
529 Plans
Child #1    
Child #1    
Child #1    
Child #1    
Child #1    
Divorce/Separation Information: Who is the custodial parent? Is Parent #1 re-married? If yes, does he or she file jointly with his or her new spouse? Is Parent #2 re-married? If yes, does he or she file jointly with his or her new spouse? Please tell us how you heard about Central Mass CFA:







Central Mass College Funding Advisors
290 West Main Street, Second Floor Suite 19
Northborough, MA 01532
Voice: 508-739-2020
Fax: 508-739-2270

Copyright © 2019
Central Mass College Funding Advisors
www.centralmasscfa.com