The College Planning Relief Solution

Listed below are all of the components of our full-scale college planning package. This is the most comprehensive approach for parents who wish to make the best financial decisions and be prepared
with a structured approach to college selection and college funding

Your CPR Solution will include the following:

  SAGE Scholars Tuition Rewards®           

Every parent with aspirations of sending their child to college realizes that college is expensive. However, there are only a small percentage of those parents that realize there are opportunities to receive free discounts on college simply by enrolling in a program called SAGE Tuition Rewards, a points program for college similar to a frequent flyer miles program for airlines.  With the SAGE program, you actually have an opportunity to earn up to one free year of tuition per child. What a difference this could make for a family’s ability to pay for college without being saddled with a huge amount of student loans.


  Complete College Planning Relief® Resource Kit

This handsome kit contains valuable resources including financial aid reference guides, student and parent loan information, college planning calendar, scholarship information, reference websites and important strategies. This binder can become the focal point of an organized approach over the life of your college planning. You will find it beneficial to include visit notes, application copies, college correspondence and much more.

  Aid Eligibility Comparison Report       

This report will show your calculated Expected Family Contribution (EFC) and the award history of up to 5 different colleges in a head-to-head format. It will also forecast your out-of-pocket expense at each college. This report alone could save you thousands of dollars in errant assumptions about the true cost of college. Additional reports can include a detailed EFC projection for both FAFSA and PROFILE, and a "What-will-college-cost estimate" report.

  What-If Analysis      

Changes in a family's financial structure may result in greater financial aid eligibility. This analysis will show how a specific change may impact financial aid eligibility. This report demonstrates the value of the recommendations, and can allow parent(s) the opportunity to make more informed decisions.

  College Quick Reference      

Consistently formatted data on more than 13,000 U.S. colleges and universities in an easy to digest and evaluate, 2-page report. Up to TEN different reports are available upon request. These reports are key to accurate head to head comparisons. No single source provides a more convenient display of: Cost, Freshman Academic Profile, Size, Campus Characteristics, Extra-Curricular Clubs and Activities, Majors, Affiliations, Financial Detail, Award History, Admissions & Contact Data.

  The CVS System

We developed the College Visit Scoring System to provide a way to measure how well every school you consider matches up to your and your student's expectations. Using our system and criteria ranking that is derived from the students educational objectives, you'll have a method of evaluating schools that goes beyond visual impressions and prevents relying too heavily on recollection.

  Retirement Ready or Not

This process will provide you with a projection of your retirement readiness. Without this knowledge parents routinely OVERSPEND on college and find out too late that they have delayed or destroyed their retirement dreams.

  Subscription to College Keystones      

This monthly e-newsletter will keep you on top of the college planning process as well as provide insight into time-specific considerations. It will also make you aware of the latest developments in the college planning and financial aid world. Financial aid rules can change frequently and major changes each year are common.

  Industry-leading Career Matchmaker Assessment  

This much-praised Career Matchmaker Interest Inventory is based on a methodology that is respected and admired everywhere it is used, because it's more powerful than any other interest assessment. Matchmaker doesn't just provide students with a ranked list of careers they should learn more about, it explains why. This depth gives students valuable insights they can use as a springboard to further career exploration and discovery, making the learning process a rewarding and enriching experience.

  Detailed Scholarship Search Tools

Scholarships are an important aspect to college planning. Through our system, we provide the resources to search national and local scholarships all while saving the information for later completion. This powerful scholarship search feature will save all potential scholarships so the student can go back at a later time to complete the application and prioritize the application process.

  CPR-College Planning Relief® Professional Counseling

*You will be offered up to three (3) meetings of up to one hour each, during which the following may be discussed:

  • College Funding recommendations and design
  • Award Letter and / or Student Aid Report review
  • Student Interview (Q / A, financing/expense insight, timeline, etc.)
  • Retirement projections
  • Parent cash flow improvement
  • First Year FAFSA Submission**

  A Copy of the Book "College and Retirement: You CAN Do Both! Second Edition"

New for 2013, this just-released book guides parents through the confusing world of college planning. Mr. Moffitt, the President and Founder of Summit College Funding and CPR-College Planning Relief®, has compiled an easy to read guidebook that dispels myths about college planning and presents thought-provoking strategies to consider while developing a plan for paying for college.

  Student College Portfolio Development  

The Living Portfolio is always just a click away while students are navigating our personal inventories and occupational learning pages, making it easy to build and grow a valuable storehouse of knowledge, ideas and action plans. We call it a Living Portfolio because it grows and evolves with each student, transforming career exploration into pathways to success. It's more than a place to keep information—it's a place to nurture dreams.

  Career Exploration  

The career content is a deep reservoir of original material created by our tireless team of researchers, writers and multimedia developers. It is unmatched anywhere in quality and quantity. Everything is prepared with students in mind, offering them countless avenues for exploration. From comprehensive databases to career descriptions and profiles, we update all of our resources regularly to ensure freshness.

  Step-by-Step College Admission Guides  

This is a powerful resources for any student that just needs the basics when in comes to the college admission process. We put together an easy three step process for completing the college admission process. State with our college exploration step to our college financial aid step and finish with our complete college application process.

  Financial Aid Guides  

College financial aid can be confusing to understand and not all colleges are forthcoming with the best information. Our financial aid experts put together easy to use guides for navigating through the financial aid process. Whether you are looking for federal, state , institutional or private college funding options, we have it all together in one place for you.

  Interactive College Maps for all Four-Year and Two-Year Colleges  

This feature is a great way to search for colleges around any city using an interactive map. You will be able to zoom into any location around the United States and view scholarships that are located in close proximity. You will also be able to click on the specific college to instantly find the contact information and tuition information.

  Complete Month-by-Month Detailed Plan for Every Year of High School  

The college planning process can be confusing and hard to understand. We developed a complete step-by-step academic planning timeline for you to follow. This timeline will take you and your student through the complete process starting in their freshman year of high school all the way through them stepping foot on the college campus.

  SAT & ACT Prep Program

These web-based courses are organized into easy-to-digest 15-minute chunks. Why? Because we've found that most students are able to focus their attention best in short bursts. Anything longer and their ability to absorb new material begins to decline. Students who use Method Test Prep raise their SAT scores an average of 120 points and their ACT scores an average of 3 points. Even better, students who work through more of the learning checklist are able to raise their scores much higher.

  Academic Advisor Videos  

We understand that people learn in many different ways so we also facilitate information rich videos on many different college planning topics.

  Student Financial Literacy Program  

This is the only program that teaches students financial literacy skills by role-playing adult characters dealing with real life financial challenges. They experience the feeling of having bills to pay and not enough money. And they feel the real satisfaction of working hard to earn enough to buy the things their adult character wants and needs to be happy.

  "Ask the Academic Expert" Support  

Know that you have a college academic expert on your side all the way through the process. If you have any questions about the college admission process or student financial aid, all you need to do is send your question to the academic expert. Understand that you have experts in your corner that provide honest accurate information.

  And MORE!!!  

We are always adding additional resources and powerful informative reports to make your job easier. There is a lot of information you need to know before you talk with the colleges and the college financial aid office.

BONUS: a $200 credit is available for families who are already confident in their student's major and/or school selection or who may have already taken the Birkman Method testing outside of Compass College Planning.

*Subsequent FAFSA Preparation is also available at $95 per application

**additional meetings may be available as requested by client at $150/hr

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