college funding plan

One of the biggest challenges facing families today is figuring out how to pay for college for one or more children while still funding their own retirement.

Let's work together to set up a funding plan before your kids start applying to college. 


This package is specifically designed for families with a child who will be going to college in the next 1-4 years. Over the course of 1-2 meetings (in person or virtually), together we will:

  • Create a 1-Page College Funding Plan

  • Calculate your family's Expected Family Contribution (EFC) for FAFSA, CSS Profile and Consensus schools

  • Estimate 4 year net cost for up to 8 schools

  • Assess college funding options and opportunities (assets, income, tax)

  • Build a specific plan to pay for all four years of college

  • Recommend strategies for positioning your family for financial aid

  • Recommend strategies for savings and investment


  • $600

Click here to download the free guide "Having the College Money Talk with your Child"

See a sample College Funding Plan