What is a Certified College Planning Specialist?
A financial planner focuses on showing you ways to grow your income and to create wealth. As college planning specialists, our objective is to show you how to pay for college, and potentially make it a financial “non-event” for your family.
We were planning on financial aid to help with tuition, but our income may be too high. Do you have answers for families like ours?
We frequently help families like yours with a multifaceted approach. We will create a plan, carefully position your income and assets, apply specific tax strategies, and present your student’s academic position to bring the greatest scholastic leverage. We frequently aid families who did not think they would qualify for financial aid based on their income or assets.
What are the benefits of working with a College Planner?
Paying for college is one of the largest expenditures for many families, and there is vital information about the college funding process that a College Planner can provide before you begin down that road. To that end, planning for college is similar to the home buying process. Similar to consulting with a real estate professional when buying a home, a College Planner can provide valuable insights into the college funding process.
A College Planner has tips, expertise, and strategies at their fingertips to help a family with the burdens of the planning process. With these little-known strategies, a College Planner can be a precious asset to the financial health of your family by alleviating some of the stress associated with tuition payments, fees, and other college expenditures.