College Financial Planning

 

Finding the best college funding solution can be difficult. It is one of the most complicated and expensive decisions you will make. You need to start planning and saving early in your child’s life. A knowledge of the financial aid process, student loans and personal financial planning equips you with tools you need to ensure your children can move on to higher education after high school. Many think that the financial aid process is the sole method to lower the cost of college, but it is not the only way. We will help you with financial aid and with finding other solutions available to you. Our process brings together college saving plan options, tax incentives, financial aid, and student loan repayment options.  This plan includes specific analysis of 529 Saving Plans, Coverdell Plans and positioning for the Opportunity Tax Credit.  We will have two meetings with you.  The first is a data collection meeting that will focus on the child closest to entering college.  The second meeting will be a review of our analysis and include planning information for up to four colleges. Our process also allows us to help your child and you understand how the financial decisions you make now impact your financial life after graduation. 

 

College Financial Plans start as low as $450 for our clients. Learn more about CFP board certification at the CFP website. We offer other more comprehensive plans that include analysis of more than four colleges, consider more than one child, and include the completion of financial aid forms.