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