College Planning Downloads & Tools

Preparing for college doesn’t have to feel confusing or overwhelming — especially when you have the right tools and a clear path forward.

At College Benefits Research Group (CBRG), we believe planning early with purpose gives families confidence, clarity, and control over both admissions and financial decisions.

These free resources are designed to guide families through every phase of the college planning journey — helping you stay informed, organized, and confidently on track from start to finish.

Our College Planning Downloads

Junior Year College Planning Checklist

Keep your planning on track during 11th grade

We simplify the complex world of financial aid by assisting with the FAFSA (Free Application for Federal Student Aid), CSS Profile, and institutional aid forms. Families avoid costly mistakes and meet every deadline with confidence.

Click Here to Download checklist

Senior Year College Planning Checklist

Your roadmap through the final stretch

Senior year marks the culmination of years of preparation — and it can also feel like the busiest. Use this checklist to stay organized as you finalize applications, complete essays, submit financial aid forms, attend interviews or campus visits, and compare offers. These bite‑sized tasks are designed to keep you focused and moving forward with less stress and greater confidence.

Click Here to Download checklist

The Ultimate Financial Aid Survival Guide

Your hands-on guide to navigating the world of financial aid—with real strategies, real timelines, and real support. Let’s get started.

Paying for college is one of the most daunting and emotionally charged aspects of the college planning process. With tuition costs skyrocketing and financial aid systems becoming more complex, many families feel overwhelmed, under-informed, and at risk of making costly mistakes. That’s why this guide exists — to assist you and your family as you navigate the headwaters of college financial aid.

Click Here to Download Guide

About College Benefits Research Group

CBRG was founded with one mission: to demystify the college planning process and support families through every step — from identifying the right schools to navigating financial aid and applications.

We combine expert admissions guidance with strategic financial planning so you can make informed decisions with confidence, and pay wholesale, not retail for college.

Our holistic approach looks at academic, social, and financial fit so students find schools where they’ll thrive.

Let’s Take the Next Step — Together

Ready for personalized support or have questions about your college planning checklist?

Contact CBRG today to schedule a consultation with one of our expert advisors.
Or sign up for one of our free webinars — packed with practical tips and strategies to help families avoid costly mistakes and make the most of admissions and aid opportunities.

Your college planning doesn’t have to be overwhelming — we’re here to guide you every step of the way.