PACKAGES

YOUR TEENS PATH TO SUCCESS

Master Your Financial Future: From FAFSA to Teen Taxes


Our packages are designed to empower teens and families through milestones essential to their growth and financial independence. From guiding you accurately through the FAFSA application process, maximizing eligibility, to enabling teens to complete employer job forms, prepare taxes, and providing a comprehensive insight to financial aid options, in order to make informed decisions about funding a higher education. These packages present an opportunity for teens and families to confidently navigate toward a successful future.

FAFSA Completion

$145

This package would focus on helping families navigate the FAFSA process to maximize their eligibility for financial aid for college. Best for High School Junior and Seniors.

    • 2-hour, One-on-one assistance with completing the FAFSA form, including guidance on gathering required documents and information.

    • Educational resources covering FAFSA basics, common mistakes to avoid, and tips for maximizing financial aid.

    • Access to resources such as FAFSA calculators, sample forms, and FAQs.

Teen Taxes

$99

This package would help teenagers and their families understand tax obligations and responsibilities, especially for those who have part-time jobs or other sources of income. Best for 16+.

    • 1.5 hour individual teen taxes consultation.

    • Educational resources on basic tax concepts, such as filing requirements, deductions, credits, and forms.

    • Guidance on how teens can file their own taxes or be claimed as dependents on their parents' tax returns.

    • Resources such as tax preparation software, tax calculators, and IRS publications.

Financial Aid Options

$145

This package would provide comprehensive information and guidance on various types of financial aid available for college, beyond just the FAFSA. (Best for Families and High School Juniors and Seniors.

    • 1.5 - 2 hour individual consultation.

    • Educational resources covering different types of financial aid, including grants, scholarships, loans, and work-study programs.

    • Guidance on evaluating financial aid award letters and comparing offers from different colleges.

    • Information on alternative sources of funding for college, such as merit-based scholarships, institutional aid, and private scholarships.

Your Process / How It Works


1.

FIRST STEP OF YOUR PROCESS

Book a package. Schedule your session.

2.

SECOND STEP OF YOUR PROCESS

Gather necessary documents to complete the expectations outlined in package.

3.

THIRD STEP OF YOUR PROCESS

Work together to build financial confidence.

THE PEOPLE HAVE SPOKEN

Here’s What Others Are Saying…

“As a first-generation student, I struggled with understanding the FAFSA process. Ms. Ruiz provided me with the tools and knowledge I needed to secure financial aid. Without her help, I couldn't have navigated the FAFSA so smoothly and moved forward with my top-choice university.”

THAOVY HA, B.S DATA ANALYTICS

“Ms. Ruiz has a remarkable ability to help teenagers understand their finances, a lesson I'll carry for life. When I was stuck with my taxes, she was there to help. Beyond finances, Ms. Ruiz is an amazing person, teacher, and mentor.”

— SADIE SINLAND, HS CLASS OF 2024

“As a first-generation student from a family with limited English proficiency, I was overwhelmed by the FAFSA process. Ms. Ruiz guided me through it, ensuring everything was correct. Thanks to her, I secured up to $28,000 in Pell grants, relieving much of my tuition-related financial stress.”

JOHNNY HOANG, B.S PSYCHOLOGY, MiM

MEET HOLLY!

Empowering Your Financial Journey with Patience and Care

Navigating these complexities can be daunting for young adults and their families. With over 15 years of experience in this field, I have witnessed firsthand how challenging this process can be.

I know that each family’s situation is unique, and I take the time to listen and understand your specific needs. My approach is patient and empathetic, ensuring that you never feel rushed or overwhelmed. I believe that taking the time to explain things clearly and thoroughly is crucial in helping young adults and their families feel at ease.

My primary goal is to help young adults feel comfortable and confident as they transition to the next stage of their lives. I genuinely care about your success and am dedicated to providing the support and guidance you need to make informed financial decisions.

Let’s work together to ensure a bright and financially secure future for you and your family.

LETS GET STARTED

Let’s Work Together