Lockwood College Prep Financial Aid Warrior Interview Sheet

Financial Aid Warrior Questionnaire

Please complete this short questionnaire as best you can. Once you submit it, you'll be whisked over to our prospective client calendar, where you can book a time to chat!

(Note: if the calendar doesn't have availability, email [email protected] to be put on a waitlist for when / if someone cancels.)

First Name

Last Name

Phone Number

Address

City

State

Zip Code

Colleges under consideration (if known)

How did you hear about us?

What is your current plan to pay for college?

Your "Burning Question?" that you want answered above all else

Special Circumstances we should know (optional)

I understand that the investment for financial aid consulting starts at $3,500, and college advising can be $10,000-20,000. If we mutually decide we're a good fit, those amounts are suitable for my situation. Also, I understand that Andy Lockwood and the team at Lockwood College Prep are not licensed financial advisors: as such they do not recommend or earn commissions or other compensation from the sale of financial products.

Your information is private and secure.

Financial Aid Warrior Questionnaire

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