Our Approach to Your College Savings Plan
We are laser focused on your goals. Here are a few things you can expect. We will:
- Discuss if private grade school is being considered and how that will be funded
- Develop a projection to determine how much money is needed to pay for college for four years (at a minimum)
- Calculate how much you need to save each year to pay for your children’s college education, factoring in college inflation rates and the number of children you intend to send to college
- Determine what you can afford to save by tying the college savings plan projections into a cash flow analysis
- Analyze different college savings strategies to determine the most cost-effective and tax-efficient way for you to pay for your children’s college education and other education costs.