Sale!

College Consultation

$497.00

The Aid and Financial Consultation is by far the best first step for families who just want to get the basic understanding of what college will actually cost them. This is a scenario based consultation that takes about 90 minutes to complete with the planner. Here is what you get for the service..

Main Features:

College Money Report

College Money Report

  • How much colleges think you can afford.
  • If you will qualify for grants and/or scholarships.
  • How much you will be expected to pay out of pocket.

Family Cash Flow Report

  • Visualization of how the bottom line will look each year based on the college report
  • How changing your financial picture could help improve your cash flow
  • How college costs will impact your ability to retire comfortably
Cash Flow Report

Benefits to you:

  • Working with a CFP™ Practitioner on the plan
  • Peace of mind knowing that you have a real picture of what it will cost
  • Having a future action plan for making sure you have the greatest possible outcome
  • A solid first step in getting your college planning started

Eligibility: Parents of students who are entering freshman in High School or later.

Time Frame: 2 weeks until completion

Category:

The College Consultation is by far the best first step for families who just want to get the basic understanding of what college will cost them and what kind of aid they would expect to get. This is a scenario based consultation that takes about 90 minutes to complete with the planner. Here is what you get for the service..

Main Features:

College Money Report

College Money Report

  • How much colleges think you can afford.
  • If you will qualify for grants and/or scholarships.
  • How much you will be expected to pay out of pocket.

Family Cash Flow Report

  • Visualization of how the bottom line will look each year based on the college report
  • How changing your financial picture could help improve your cash flow
  • How college costs will impact your ability to retire comfortably
Cash Flow Report

Benefits to you:

  • Working with a CFP™ Practitioner on the plan
  • Peace of mind knowing that you have a real picture of what it will cost
  • Having a future action plan for making sure you have the greatest possible outcome
  • A solid first step in getting your college planning started

Eligibility: Parents of students who are entering freshman in High School or later.

Time Frame: 2 weeks until completion