Lockwood College Prep Strategy Session Interview Sheet

College Strategy Session Questionnaire

To make our time together more valuable, 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!

First Name

Last Name

Phone Number

Address

City

State

Zip Code

Name of child (first, last)

Child's Year of HS Graduation (choose from drop down menu)

Unweighted GPA

TOTAL # AP/IB classes taken through 12th grade (anticipated or actual)

Standardized Test Scores (if known)

List your child's top extracurricular activities, including leadership roles

How can/will your child differentiate him/herself on the college applications?

Colleges under consideration (if known)

College major(s) under consideration

Your biggest college planning challenge?

Which of the following considerations is most important to you/your family:

Helping my children get into "best fit" colleges

Comfortably affording college tuition for my children

Helping my child launch for success, POST-college

All of the above

Do you consider yourself/your child "coachable" and, if we accept you as a client and you enroll, are you willing to follow sound college planning advice?

Yes

Who referred you/How did you hear about us?

I understand that the investment for financial aid consulting starts at $3,500, and college advising can be $12,000-30,000 or more, depending on the length of engagement.. 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.

Opt In: I'm opting into Lockwood College Prep's email list but can leave any time. Lockwood does not share any contact info.

Your information is private and secure.

College Strategy Session Questionnaire

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