College Funding

Some of the biggest financial planning mistakes we see relate to how parents approach financing their child's education. Often they treat saving for college like saving for retirement, accumulating as much as they can without regard to how it will affect their expected family contribution or their eligibility for aid down the road.

If college is a long time off, we can help build funds in the most efficient manner given your family's circumstances.

If college is just around the corner we can help in late stage planning,including:

  • Assisting with the Free Application for Federal Student Aid (FAFSA)
  • Keeping parents/students on the optimal timeline in selection/aid package process
  • College selection
  • Professionally administered personality assessments that may help in choosing a course of study
  • Determination of average actual out-of-pocket costs for selected schools, which can differ greatly from the "sticker price"

Check out our free no obligation education funding assessment tool


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