COLLEGE PLANNING
Helping parents and grandparents cut through the fog of college planning using a structured approach that helps families plan and prepare efficiently
College Planning
It's no secret the price of a college education is expensive. In fact, other than perhaps the purchase of a home, the cost of a college education could be among the greatest expenses a family will ever incur. Unfortunately, too many families stumble into the college years in the dark about the process of college selection, financial aid, and the effect of funding college expenses on future retirement and other financial plans.
We have all the resources to help families apply a structured approach to organizing their finances so they can save ON and not just for the cost of college.
"With the rising cost of higher education, families need to recognize college is not just an investment in a student's future, it's also a major purchase that should be ascribed the same amount of due diligence as any other major purchase. Developing a college funding plan and becoming an informed parent will result in a far better outcome than simply applying to colleges and hoping for the best." - Michael Howell
"A successful financial life doesn't happen by chance, it happens by choice."
Featured articles and resources
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How the Costs and Benefits of College Affect Financial Plans
For many households, college decisions are a cause for celebration. However, college also represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home.
The College Payment Puzzle for High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the big-but-temporary new burden. A better strategy for paying for college while keeping your goals on track is to build the right short-list of colleges together with your child and maximize financial strategies. For families that make too much to qualify for financial aid, college funding likely won't come from just one source. It’s about putting together a plan that draws from several buckets.
