College Planning
College Planning
College costs are one of the three biggest financial decisions your family will make. Let’s set you up for success.
Preparing well for college gives the student in your family a head start in financial stability and independence.
We’re here to help you create a plan for:
The Conversation: We’ll help you talk with your child about how to pay for college, and make a plan to prepare for this financial responsibility.
Savings: We’ll help you and your child begin regularly saving for their education, to reduce any student debt burden and give them a great start to adult life.
Scholarships and Grants: We’ll talk you through the FAFSA, the Student Aid Index, and a plan for funding your child’s education through grants and scholarships.
529 Plans: We’ll help you navigate a tax-advantaged strategy for college savings, so you can create your child’s 529 savings plan without fear.
Paying for college: We’ll help you position your assets and take advantage of all federal, state, and institutional aid available, so you can lighten the load on your cashflow.
