College Funding Planning

 

Paying for College is complicated, but with the right guidance we help you make informed decisions to craft an affordable path to college.

EXPECTED FAMILY CONTRIBUTION (EFC)

EXPECTED FAMILY CONTRIBUTION (EFC)

POTENTIAL STRATEGIES TO LOWER EFC

POTENTIAL STRATEGIES TO LOWER EFC

STUDENT SCHOOL LIST AND COMPARING NET COST

STUDENT SCHOOL LIST AND COMPARING NET COST

ANNUAL "BEST PRACTICES" CHECKLIST

ANNUAL "BEST PRACTICES" CHECKLIST

REVIEWING AND APPEALING STUDENT AID AWARD LETTERS

REVIEWING AND APPEALING STUDENT AID AWARD LETTERS

REVIEW SCHOLARSHIP OPPORTUNITIES LIST

REVIEW SCHOLARSHIP OPPORTUNITIES LIST

BUILD YOUR "HOW TO PAY" BUDGET

BUILD YOUR "HOW TO PAY" BUDGET

REVIEW TAX CREDIT/DEDUCTION OPPORTUNITIES

REVIEW TAX CREDIT/DEDUCTION OPPORTUNITIES

STUDENT LOAN ADVISING

STUDENT LOAN ADVISING

Financial Planning Fee Tiers

SILVER

$1,500 or $100/month recurring

GOLD

$2,000 or $120/month recurring

PLATINUM

$2,500 or $150/month recurring

Portfolio Management Fee Tiers

$0 – $250,000

1.30%

$250,000 – $500,000

1.15%

$500,000 – $1M

1.00%

$1M – $1.5M

0.90%

$1.5M – $2.5M

0.80%

Contact us today to discuss your financial aspirations.

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