Financial aid is any money from any source that helps pay for education.
Under the “financial aid umbrella,” one side is need-based aid, the other is merit-based aid.
Need-based aid is driven by income and assets (parent and student) and can include grants, scholarships, loans, and work-study.
Merit-based aid is often “money for being awesome”—based on academics, talents, or other achievements—but in practice functions as a tuition discount determined by the college.
The FAFSA (Free Application for Federal Student Aid) is required at all schools that offer federal aid and uses “prior-prior year” tax information.
The FAFSA looks at income and a snapshot of assets at the time you file, for both parents and student (if the student files taxes).
Some colleges (often more selective ones) also require the CSS Profile, a more detailed financial aid application that asks about home equity, private school tuition, trust funds, and more.
The Student Aid Index (SAI) is the dollar amount colleges think a family can afford per year—and it is often higher than families expect.
Appeals are possible, but they happen at the college level, after aid offers are issued.
A strong GPA or impressive activities do not guarantee merit scholarships.
The biggest driver of whether you receive merit aid is the college’s own financial aid policy, not just the student’s profile.
Not all colleges offer merit aid at all—some (like Ivy League schools) offer need-based aid only.
Some merit awards are automatic with admission; others require extra applications, essays, or interviews and are awarded to a small number of students.
The primary driver of what college will cost you is the college you attend, not just your grades or test scores.
Families should talk about budget and expectations early, before the college list is finalized.
Think of it like buying a house or car: you don’t just shop first and figure out the price later—you start with a realistic budget.
Build your plan around: what’s been saved, what can be covered from cash flow, and what you expect the student to contribute.
Use NAPFA’s SAI estimator to get an estimate for both FAFSA-only and FAFSA+CSS schools.
Use MEFA’s SAI estimator as a second data point for FAFSA-only schools.
Once you have a college list, run each school’s Net Price Calculator on its website to estimate total out-of-pocket cost.
Treat all calculators as estimates, not guarantees—some are more sophisticated than others, especially around merit.
Transparency within the family—parents with students and with anyone else helping pay—is essential.
When there’s space for assumptions, there’s space for inaccuracy and disappointment.
Clarity about cost and expectations early on can prevent heartbreak later and help students build lists that are both exciting and affordable.
College is expensive—but it’s also confusing. Families hear terms like need-based aid, merit aid, SAI, FAFSA, and CSS Profile and are somehow expected to turn that into a plan they can afford.
In this episode of The College Talk Show, host Chris Bell talks with college affordability expert Amber Gilsdorf about how financial aid actually works. Together, they unpack the difference between need-based and merit-based aid, how colleges decide who gets money, and why the biggest factor in what you pay is often the college itself, not just your GPA or test scores.
Amber shares how her own experience with student loan debt led her to dive deep into financial aid, and how that knowledge now shapes the way she advises families. She explains the key ingredients of the FAFSA and CSS Profile, what the Student Aid Index (SAI) really represents, and why families should treat college costs more like buying a house or car—by starting with a realistic budget.
You’ll hear specific tools and calculators families can use, common myths that cause confusion or false hope, and practical advice on when and how to talk about money as a family. This episode is designed to help students and parents move from vague worry to informed decision-making.
Amber Gilsdorf is a college affordability specialist and experienced Independent Educational Consultant who has built her practice around helping families understand the real cost of college. Her own experience with significant student loan debt pushed her to learn everything she could about financial aid, borrowing, and long-term impact—and that expertise now informs the guidance she provides to students and parents.
Amber works with families to:
Clarify college budgets and expectations
Understand the difference between need-based and merit-based aid
Use calculators and tools to estimate likely costs
Build college lists that are both academically and financially realistic
She is also a contributor to Estrela Consulting’s blog, including the popular “Hidden Scholarships” post that helps families discover competitive, lesser-known scholarship opportunities that go beyond general internet searches.
Chris: IEC stands for Independent Educational Consultant. These are folks that families might hire to work with their student to explore: Who am I? Where should I apply to college? And how do I even do that?
IECs come in lots of different styles, but the bottom line is they’re highly educated, deeply ethical, and student-centered.
Today we’re talking about when to hire an IEC, when not to hire an IEC, and we’re going to be talking to a special guest: Mark Sklarow. Mark is an experienced CEO of IECA. He’s been around this profession for decades and he has a lot to share.
Welcome to The College Talk Show.
It’s The College Talk Show.
Today’s theme: Independent Educational Consultants, with special guest Mark Sklarow.
And now, here’s your host—Chris Bell.
Chris: Some people hear “IEC” and think it’s someone who swoops in, saves the day, and gets a student admitted to an Ivy with some kind of magic sauce.
Nope. That’s not it.
IECs are partners in the process. Families work with IECs to help their student explore: Who am I? Where should I apply? This college fit piece is critical—finding colleges that are just right for the student and that the student is just right for the college. That fit piece is where it’s at.
Of course, IECs also help with the applications. But it’s not about misrepresenting the student. It’s not about lying or “pumping up” a résumé. It’s about putting your best foot forward, and that’s what IECs help students do.
Some IECs specialize in certain types of students or certain types of colleges—arts, neurodivergent students, athletes. Other IECs are generalists and work with all sorts of students. You have to find out who is best for you, and one way to do that is by talking to several people.
Hiring an IEC does not mean outsourcing parenting. It means bringing on support. It’s about clarity, confidence, and understanding the entire process.
IECs do help with the application process: deadlines, essay prompts, what different colleges are asking for. An IEC will not write your essay—but we might suggest fewer references to Fortnite.
When we come back, we have our special guest, Mark Sklarow, here. You’re going to love him. Stick around.
This episode is brought to you by Bell College Consulting. Visit bellcollegeconsulting.com to learn more.
Chris: Welcome back, everyone. I am so excited for today’s guest. We have Mark Sklarow, who’s really been around for this profession as it has developed. He knows the IEC world, and we’re going to be able to hear from him directly as he’s seen this profession progress. He has a lot to say. I am thrilled to have him as a guest.
Welcome, Mark. Thank you very much for joining us today.
Mark: Thank you, Chris. Thrilled to be here.
Chris: Let’s start with the basics. What is an IEC?
Mark: At the most basic level, an IEC is an educational placement advisor who works directly for a family.
Educational consultants are both experts in their particular area, and—because they work directly for the family—they provide the one-on-one help that a family needs to be able to move forward and figure out the best options available to them.
Chris: Can you share how the role of an IEC has changed over the years?
Mark: If I go back to “ancient history” for a moment, educational consulting really grew out of helping families find an appropriate boarding school. Over time, the field grew as we realized that families needed more help than they were getting on the college search and application process.
That’s when consultants became experts at understanding:
What each college’s strengths are
What kinds of students they work best with
What the social life is like on campus
How they handle financial aid and affordability
So when a student comes in, the consultant’s expertise is:
Helping the student figure out who they are
Helping the family clarify their goals
Identifying the best possible matches between that student and the colleges out there
Guiding them through the application process itself
I often tell families: not everybody needs an educational consultant. That might be a surprise to you. If a student is recruited to play baseball at the University of Nebraska, or they know they want to start at the community college—that’s pretty straightforward. You don’t necessarily need an IEC for that.
But if you’re a student who says, “There’s a whole world out there. I don’t know where I want to go. Maybe on the other coast. Maybe overseas. I don’t even know what I want to do yet. I want to cast a wide net”—that’s a family that should be thinking about an educational consultant.
What used to be seen as an elite service for the wealthy is now much more broadly available to families of all backgrounds and means.
Chris: Any other misconceptions families might have about hiring IECs?
Mark: One big one is the idea that you hire a consultant to get you into some elitist place—that the consultant knows the right words, the right sauce, how to manipulate the system.
None of that is true, and we don’t want it to be true.
Consultants help students:
Present themselves honestly and accurately
Put their best foot forward
Figure out which colleges they actually want to apply to
Another misconception is that consultants only work with elite universities. That could not be further from the truth. IECs work across the full spectrum: public, private, big, small, close to home, far away.
Chris: On the IEC front, how can a family tell if an IEC is qualified and ethical?
Mark: There are lots of questions you can and should ask a consultant:
What is your background?
What is your experience?
How do you stay current?
I’m going to say something a bit controversial:
If someone says, “I’m the right consultant because I was the Associate Director of Admission at Harvard,” my response is: Who cares?
That means they became an expert at one institution.
I’d rather talk to a consultant who has:
Worked with kids at a variety of levels
Experience with many types of colleges
A strong record of ongoing professional development
I want to hear that they:
Attend conferences regularly
Do professional training on an ongoing basis
Visit at least 20 college campuses a year
I’d also look at membership in organizations like:
IECA (Independent Educational Consultants Association)
HECA (Higher Education Consultants Association)
NACAC (National Association for College Admission Counseling)
These organizations help ensure that members meet certain standards and follow ethical guidelines.
Chris: If a family or a student wants to learn more about IECs, where can they go?
Mark: I’d recommend starting with iecaonline.com.
There’s a tremendous amount of information there—even if you’re not going to hire a consultant. You’ll find:
Questions to ask when looking for a consultant
Red flags to watch out for
Clear explanations of what IECs do
And as you know, Chris, I’m no longer associated with IECA—but I still think it’s the best source of basic information about who consultants are, the role they play, the work they do, and how to find someone.
Chris: Mark, you’re a wealth of information. If folks want to hear more from you, where can they find you?
Mark: On Substack. Just search for “Mark Sklarow” (all one word). You can subscribe—there’s no fee—and I hope it will offer valuable information for people in the field, school counselors, educational consultants, and families approaching the college process in the next year or two.
Chris: Thank you very much for talking us through the concept of what an IEC is, and for your thoughts on how to find a good, ethical one. It’s been terrific.
Let’s thank my guest, Mark. It’s been a pleasure.
Mark: Thank you, Chris. Thrilled I could be here and share a little bit of information. This was fun.
Chris: What a great conversation with Mark Sklarow. It’s now time to wrap things up with kind of a summary—I call it Top Tips.
Top tips.
Top tips.
Kind of a summary, but we call it top tips.
Tonight we have four groups of tips, plus one bonus. Let’s get into it.
Tip group one: IEC definition
IEC stands for Independent Educational Consultant.
IECs are educational placement advisors working directly for a family.
They offer one-on-one help, and they’re experts on colleges and students.
Tip group two: What IECs do
IECs help students identify who they are, where to go to college, and what they want to study.
They help students navigate the application process.
IECs are not hired to “get you in”—they’re there to help you present your best, honest self.
Tip group three: Questions to ask when considering an IEC
What’s your background?
What’s your experience?
How do you stay current?
Tip group four: Signs of a knowledgeable IEC
They attend conferences regularly.
They participate in professional training on an ongoing basis.
They visit campuses regularly.
They are members of key organizations like IECA, HECA, and NACAC.
Bonus tip: Look for the credential
There are excellent IECs who stay current and provide great service who may not choose to pursue a credential. But if someone has the CEP credential, you know a third party has certified that they have the background, experience, and ongoing professional development required in this field.
So your bonus tip is: look for the CEP credential as a shortcut for assessing an IEC’s quality, knowledge, and commitment to professional development.
And there you have it. That’s the IEC show.
Thanks for tuning in, and remember—college is awesome.