Education Planning

Many of our clients endeavor to leave a legacy to the next generation by adopting savings goals necessary to finance a first-class education for their children or grandchildren.

Like other financial objectives, the earlier you start with education planning the easier it is. The process begins with gaining a clear understanding of your education goals:

  • public vs. private school
  • college only vs. elementary/high school/college
  • full funding vs. partial funding

We will work with you to prepare various cash flow projections and assist you in adopting a plan to achieve your family’s education objectives.


  1. Money College Planner Tool
    1. Customizable college search and planning tool
    2. College Planning Tool Tutorial Video
  2. College Data
    1. Online college evaluation tool; college search, comparison, financial aid evaluations, calculators
  3. PayScale
    1. Salary comparison tool
  4. ​College Abacus
    1. Financial Aid Calculator and other evaluation tools