College Planning Without Derailing Your Financial Goals
Our Advanced College Planning services go beyond 'Savings 101' strategies. The costs of college enrollment continue to rise, and it is critical to take a closer look at how you or your child (children) plan to fund those educational bills without falling into debt.
We combine financial aid insights, tax-efficient funding methods, and big-picture financial planning to help you manage college expenses without losing sight of your overall financial goals.
Comprehensive College Planning Report
• Scholarships by institution
• Cost analysis comparisons for up to eight institutions, and more
Need-Based Financial Aid Analysis
• Projected Cost of Attendance (COA) per institution
• Calculate your Student Aid Index (SAI), and more
Merit-Based Financial Aid Forecasting
• Cash flow opportunities
• Existing college resources, savings, contribution rates, and more
College Savings & Funding Strategies
• Search for Private Scholarships
• Understand Financial Award letters, and more