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College Financial Planning

College Financial Planning

$250.00

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.

HOW IT WORKS
  • You’ll receive a link to schedule a time with our Certified College Financial Planning Specialist.
  • You’ll also receive an in-take form to fill out and submit before your session.
  • During your session, our college financial planner will review the college funding options, financial services, government programs, paperwork, and other resources available to your family based on your unique situation.

 

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