College Financial Planning
Non-member: $299.00
Premium annual: $239.20 (20% off)
Plus annual: $269.10 (10% off)
Member discounts cannot be combined with promotional offers or coupon codes. When a promotion is running, you can use whichever discount is larger.
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$299.00
Description
During this session, our Certified College Financial Planning Specialist will analyze your family’s current financial situation, evaluate your options, and help develop a successful plan tailored to your needs.
Depending on your needs, this session can focus on:
- Recommendations for college funding
- Evaluating financial aid eligibility
- “What-if” analyses for various scenarios
- College cost projections and their impact on parent retirement
- College loan projections and estimated repayment plans for both students and parents
If you have a different goal in mind for this time, please let us know in advance.
Terms of Use
Service must be initiated within 1 month of purchase.
Refunds can be issued within 14 days of purchase—before the service has started.
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