Instructions to Complete Your Data Form
To run a full analysis and better understand your financial position, please complete the Data Form as thoroughly as possible. We ask detailed information so we can provide you with the best service and most accurate results.

This form mirrors the FAFSA but does not require any personal information such as Social Security numbers or account details.

Even if it’s not fully complete, we can still hold your meeting. The information helps us find the challenges within your financials and identify opportunities for improvement before submitting any evidence to the colleges.
Please answer each section to the best of your ability — the more detail you provide, the more precise and helpful your analysis will be.

The Student Aid Index (SAI) is the most important number you will need to know.