Personal Consultation

An initial session with an EDUCATIONAL FUTURES consultant provides an opportunity to review a student’s academic and personal history and build a foundation for potential collaboration for educational planning.

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This session is comprehensive and lasts a minimum of two hours. If possible, both parents should be present. In some cases, this is sufficient to give clarity, perspective and direction to college planning.

Topics frequently covered, but not limited to:

  • discussion of the student’s educational and experiential background
  • understanding of parental perspective and concerns
  • review of the student’s needs and objectives
  • discussion of the importance of setting goals, time management and study habits
  • evaluation of current and future curriculum
  • extracurricular activities and interests
  • standardized testing schedule, preparation and strategies
  • explanation of the college admissions timeline
  • overview of how to approach college visits

The goal of the consultation is to provide families with a clear idea of where the student is in regard to their educational future and identify options moving forward. A secondary goal is to respond to the family’s questions and concerns that relate to the student’s status and plans. A written summary or appropriate follow up in person or by phone is included.

In some cases, this is sufficient to give clarity, perspective and direction to college planning. Families may be able to carry out the future planning process with minimal guidance after an initial consultation.

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Educational Planning: Early Start

EDUCATIONAL FUTURES provides a personalized support service to assist students in the 8th and 9th grade and their families. Following the initial Personal Consultation, the consultant will meet with the student periodically to monitor progress and review expectations. The objective will be to provide the support, guidance and appropriate motivation for the student to build a strong foundation for success in school and positioning for college admission. Sessions will include, but not be limited to the following:

  • Establish grade goals and discuss strategies to reach them, develop detailed time management plan and discuss good study habits
  • Discuss short and long term curriculum planning
  • Establish priorities and develop a plan of action.
  • Discuss extra-curricular involvement, both in and out of school
  • Review summer plans and activities
  • Provide problem solving/conflict resolution as needed

Each session will be followed by a written summary or appropriate follow up. Continuity and access will be maintained through telephone, Skype and email exchanges with the student and family throughout the term.

College Planning Program

Phase One: Planning and Monitoring
During frequent meetings with the student, topics will include course selection, grade goals, strategies for success, study habits, time management, standardized tests, school and community involvement, etc. School progress will be monitored to ensure that goals are being met and the student is developing an optimal record in all respects. Recommendations for summer enrichment programs will be provided. Families will be encouraged to visit area colleges.

Phase Two: Assessment and Recommendations
The student has the option of completing a questionnaire and several personal- and career-assessment exercises to explore personal goals, values and personality, as well as career interests and aptitude. The purpose is to establish a framework for educational planning. The results will be summarized in a unique Future Planning Report that will be discussed in detail with the family. Advice on standardized testing strategies and timelines will be discussed on an ongoing basis. A carefully researched list of colleges and universities appropriate for the student will be provided when sufficient information is available.

Phase Three: Planning and Monitoring Continued
Meetings continue throughout the year with a focus on goal setting, study habits, time management, standardized test schedule, teacher references, extracurricular activities, etc. In the process an appropriate list of colleges will evolve. Students will be asked to research colleges in order to inform themselves and encouraged to take ownership of the future planning process. Plans for formal campus visits will be discussed.

Phase Four: Preparing for College/University Entrance
The summer between junior and senior years is an important time for completing college application tasks. This includes final college visits and study for the standardized tests in the autumn, as appropriate. Students will brainstorm potential essay topics and develop themes to best reflect their writing, character and accomplishments. Consistent contact will be maintained with students to ensure that the Common and/or Coalition Application, the personal essay and supplemental essays required by individual colleges are completed by the end of the summer.

Phase Five: Application Assistance and Support
Prior to the start of senior year, students will define their college list and be advised on strategies for EA, ED and Regular Decision applications where appropriate. Applications and supplemental essays will be reviewed and adherence to deadlines will be monitored. Our staff will work closely with students through­out senior year, including advice on decisions, deferrals and waitlist situations if necessary. Ongoing support is available until the student is properly settled in college.

Campus Visit Program

EDUCATIONAL FUTURES is pleased to assist families in planning visits to colleges and universities. Such visits normally include an organized tour of the campus, a group information session and optional visits to faculty departments and other interest areas. In some cases a personal interview with a member of the admissions staff may be available.

Visiting colleges affords an opportunity for the student and his or her family to measure the quality of life and obtain a first-hand understanding of the total living experience characteristic of the particular college or university. The personal interview can be an important part of the admissions process, as colleges and universities assess candidates on the basis of both their academic and personal qualifications.

We will arrange all details once the Campus Visit Registration Form is returned, providing us with the dates of the visit and names of the colleges and universities to be visited. Sufficient notice must be given to make proper arrangements.

This program includes:

  1. Arranging personal interviews and tours of the campus
  2. Optional visits with faculty members
  3. Complete itinerary, travel directions, maps, tickets, college/university materials, etc.
  4. Reservations for domestic lodging and travel as requested
  5. Preparation for the personal interviews
  6. Continuous monitoring of the trip by phone
  7. Debriefing after the trip and assistance with developing a final list of college and university choices

Boarding School Program

EDUCATIONAL FUTURES offers a comprehensive, personalized program to assist families with the process of considering, applying to and deciding upon the independent secondary school option.

These are the major activities and steps that comprise this program:

  1. Initial consultation or teleconsultation with the family to review needs and objectives (see Personal Consultation)
  2. Evaluation of educational records, diagnostic testing and writing samples
  3. Recommendations of appropriate schools for consideration
  4. Test preparation recommendations for entrance exams
  5. Preparation of itinerary for visits, including personal appointments, domestic travel and lodging arrangements, directions and maps
  6. Preparation for interviews
  7. Briefing and debriefing before and after visits
  8. Assistance with preparation of applications and essays and all supporting documentation (letters of recommendation, transcripts, etc.)
  9. Review of all final application materials before submission
  10. Liaison with schools applied to for the purpose of clarification and support of application
  11. Meetings as needed with the student and/or family throughout the process
  12. Review of school choices and consultation regarding the final decision
  13. Other assistance as necessary to ensure a satisfactory result
  14. Support is available until the student is settled into school

Personal and Career Assessment Program

EDUCATIONAL FUTURES has developed a unique program for self and career assessment, which forms the basis for future planning in a young person’s life. It is important for students to be ready as they approach a major decision point at the end of either secondary school or college or university years. Readiness has to do not only with education and knowledge; it also has to do with internal preparedness. There must be an understanding of oneself in terms of goals, values, and personality, and also interests and aptitudes as they relate to possible career or vocational choices.

Through a series of carefully selected exercises and an interview with a consultant, the student is asked to reflect on the basic questions of “Who Am I?” and “Where Am I Going?” The exercises are chosen from respected sources and include those from Richard Bolles’ What Color is Your Parachute?; the Mohler Personal Concept exercise prepared for the American Management Association; the Myers Briggs Type Indicator; the Vernon, Allport and Linzey “Study of Values”; and the Strong Interest Inventory.

The results are presented in a comprehensive Personal and Career Assessment Report prepared specifically for the student. The consultant and student and his/her parents then meet to review the Report, which summarizes the student’s educational goals, values and personality, as well as his/her career interests and aptitudes. This Report will provide the student with a foundation for effective educational and career planning.

Transfer Program

EDUCATIONAL FUTURES provides a comprehensive, personalized program to assist the student who seeks a change in school, college or university due to a shift of academic interest, for personal or adjustment reasons.

This program includes the following:

  1. Initial consultation or teleconsultation with the family to assess needs and discuss initial steps in the process (see Personal Consultation)
  2. Evaluation by your consultant of the student’s total academic history, educational and career objectives and other relevant documents
  3. Completion of a comprehensive interview format and, as necessary, self and career assessment exercises by the student
  4. Review of all school and university records, provision of information and instructions for standardized testing requirements, schedule and preparation strategies
  5. Detailed outline of the process, requirements, documentation and application requirements for admission
  6. Research and development of a carefully-considered list of transfer school programs appropriate for the student
  7. Assistance with preparation of applications, essays, documentation and other materials
  8. Monitoring of progress during the research, preparation and application period
  9. Preparation for visits to schools through a mock interview and written material on interview strategies
  10. Continuous support throughout the process until a satisfactory decision is reached for the student

Ongoing Support Program

EDUCATIONAL FUTURES is occasionally asked to follow up with a student in secondary school or college. We work on a monthly retainer basis, the fee being a function of the extent of involvement with the student.

We always attempt to maintain ongoing contact with our students out of interest, friendship and the close personal relationships typically developed during our work with them. However, when we are engaged by the student’s parents, there is no ambiguity as to our role.

In order to be effective, we must have the cooperation of the student to act as an “advisor.” Our role is one of responsibility and support for the student on a consistent, professional basis to facilitate and assist with normal academic and social adjustments.

Within the limitations of time and distance, students meet with our staff on a regular basis, either at their schools or our office in New Canaan. Selection of courses, grade goals, time and budget management, participation in extra-curricular activities, establishment of priorities and other adjustment issues will be discussed during these meetings.

Upon commencement of this service, we will be accountable to the parents, providing regular progress reports and availability by telephone.

We are committed to turning over control of planning and the decision-making process to the student as quickly as possible, but are always ready to offer assistance during an interim period of adjustment.

If you would like to receive additional information or schedule an appointment, contact us at or call (203) 966-6993.