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