College Planning

The college selection and payment process can be incredibly daunting. Varying options for loans and grants abound; differing considerations for out of state and in-state applications impact the final investment; and an increasingly volatile national job market are just a few of the factors in play. Understanding how selection plays into payment for both the short-term and long-term is critical.

Our relationships with college preparation firms coupled with our distinct understanding of your overall financial picture enables us to help you plan for the right resources at the right time.

Let’s talk about how we do it

Preparing for the college process

Matching up the wants and needs of your child against anticipated financial resources can be a tough battle. As the process begins in earnest sophomore year with SAT and exam prep, we can help guide your family through the nuances of preparing for college entry. From conducting a preliminary financial checkup to working with our partners on specific school selection, there’s no shortage of details to consider.

How do we pay for it?

Once applications are complete and acceptance letters begin rolling in, reality hits. Paying for college is no longer a future need, but a very present demand. Understanding what your options are for financial assistance, loans, scholarships, investments, 529 plans and the like must be done against the backdrop of your broader financial plan. Let us help guide you through the college payment process.