Custom College List Contract

This contract is entered into by ("Client"), parent or legal guardian of ("Student"), and Capstone Education Advisers LLC ("Capstone") this day of .

When you submit this contract, you will receive an automated email with credentials to log into the Capstone website. Everything you need to access the Capstone Custom College List service can be found on your Account page.

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Ms. Sun from AskMsSun.com

Current or former Capstone client (please specify)

College admissions consultancy not associated with Capstone (please specify)

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Services

Capstone provides a Custom College List (CCL) service for families of college applicants. Our educational consultants will build a personalized, well balanced list of colleges based on the information provided by you and your student regarding their academic and testing history, and extracurricular involvement, as well as your responses on our student and parent questionnaires.

Families whose students have specific needs or requests that they wish to share more fully with the Consultant or whose students have potentially complex educational requirements or unusual experiences or circumstances are encouraged to purchase the Custom College List Plus (CCL+) service, which includes a one-hour, one-on-one consultation with a Capstone consultant. If you wish to upgrade to the CCL+ package, you will be able to do so at any time within your Capstone account.

Families that wish to purchase additional hours beyond the hour provided as part of the CCL+ package can do so at Capstone’s usual hourly or hourly package rates. Please reach out to Capstone using the “Contact Us” feature in your Capstone account if you wish to purchase additional hours.

Required Documents

To develop the most appropriate and personalized list for a student, Capstone’s consultants require that the student or their family fully complete and submit the following information and documentation:

Transcripts from all high schools attended
High school profile
Transcripts from all colleges attended while in high school*
Test scores (all SAT, ACT, AP, and predicted IB scores)
Activities & Awards Spreadsheet
11th grade, Summer, and 12th grade classes (planned or in progress)
Student questionnaire
Parent questionnaire

You will receive detailed instructions about how to gather, complete, and submit these documents when you log into your Capstone account. College transcripts are only required if college courses taken during high school are not included on the high school transcript.

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Timeline for List Completion

Capstone consultants require a minimum of 10 business days to complete the student’s college list after the client has completed and submitted all required information and documentation for this service, as described above. Capstone consultants will not be able to start the list-building process until all information and documentation has been received.

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Expectations of the Student & Client

Data and Information

We greatly respect our students and families, and our goal is for each of our students to matriculate to a college where they will thrive and form the solid foundation they need to achieve their educational, developmental, and career goals. Experience has shown us that students are more likely to achieve this outcome if they take the process seriously by completing tasks in a thoughtful way. Therefore, taking the time to provide information and documentation to Capstone that is accurate and thorough will help us produce the highest-quality, most appropriate college list for your student.

"Likely" Colleges

Your Capstone Consultant will provide your student with a balanced list of colleges based on the information provided by the student and Client, while also considering information about current trends in college admissions. We predict possible admissions outcomes based on the most recent admissions data, but the admissions landscape is continually shifting. Therefore, we strongly recommend all students apply to at least 2—and potentially 3—”likely” colleges, which are colleges that are more likely to admit than deny your student.

Demonstrated Interest & Understanding

It is also imperative that students apply to colleges they are interested in and would be excited to attend. Therefore, after the student receives their preliminary list of 20 colleges, Capstone would expect the student will do the in-depth research required to ensure that they demonstrate to the college both a deep understanding of the college AND a clear interest in the college, which many colleges use as part of their admissions evaluation.

Financials

Capstone’s consultants will do their best to produce a college list that will meet the family’s needs based on current and historical knowledge of financial aid trends, but like all other aspects of college admissions, these trends can shift. However, if the Client is seeking financial aid, either in the form of need-based aid or merit scholarships, it is the Client’s responsibility to complete the Net Price Calculator (NPC) for each college on the student’s list to obtain preliminary information on their likely cost of attendance. The more detailed the NPC, the more accurate it tends to be.

Communications with Capstone

All parties are expected to interact with each other respectfully, whether by Zoom or email.

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Other Factors Impacting Admissions Decisions

College admissions outcomes are impacted by several institutional factors, which can include the number and strength of applicants to a particular college that year, program or major, legacy status, donor status, geography, first-generation status, children of faculty, the family’s ability to pay, evidence of exceptional talent, demonstrated interest and understanding, and other factors known only to the institution. Institutional factors—and the weight assigned to each factor—can vary from year to year, which influences the predictability of admissions decisions.

Colleges that use “holistic” or “comprehensive” admissions methods evaluate applicants using multiple factors that may include GPA, rigor of coursework, grades in specific courses, test scores, essays, activities, letters of recommendation, and artistic or other talent, as well as institutional priorities listed publicly as well as those known only to the institution. Admissions decisions for colleges that select applicants based mainly on meeting minimum academic standards, such as GPA and/or test scores, are generally more predictable than for colleges that use holistic methods. However, those standards can strengthen or weaken over time, depending on whether the pool of applicants is growing or declining in strength or numbers, overall or for particular academic programs.

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Returned Payment Policy

Please ensure that there are sufficient funds in your account before making payments to Capstone Education Advisers LLC. ACH bank transfers that fail to process will result in a $75 charge to cover bank and administrative fees.

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Disclaimer

It is understood that the Client and their student are responsible for:

Verifying the accuracy of the information submitted to Capstone.
Completing the Net Price Calculator for colleges under consideration, if the family is planning to seek need-based aid or merit scholarships
Verifying the accuracy of all information on the student’s application and meeting all application deadlines
Verifying the accuracy of all information submitted on financial aid applications and meeting all application deadlines

Clients are not permitted to use the intellectual property owned by Capstone Education Advisers LLC for any reason other than to directly support their own student’s college applications while contracted with Capstone Education Advisers LLC. Clients are not permitted to distribute the intellectual property owned by Capstone Education Advisers LLC. Consultant reserves the right to seek all remedies available at law for infringement or unauthorized use of intellectual property. Liability arising from the professional actions, errors or omissions of Capstone Education Advisers LLC (including but not limited to Carolyn Weirick and Shelley M. Enger) shall not exceed the total fees paid for services. Client hereby waives any right to any additional remedy, including consequential or non-economic damages.

Client agrees not to share or distribute the login information for their Capstone account with anyone outside of their household. Client affirms that the Capstone website and all of its contents, unless otherwise stated, is the property of Capstone Education Advisers LLC and use thereof is subject to a Privacy Policy.

Client and student understand and agree that services provided come with no guarantee that the student will be admitted to any particular university, college, institution, or academic program OR that they will be awarded any particular amount of financial aid, either as need-based aid or in the form of merit scholarships.

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2025 April 29 16:47 PDT

Custom College List Uploaded by Capstone Advisers - admin@capstoneadvisers.com IP 24.6.229.254