What is college financial planning?
College financial planning is more than merely figuring out how many dollars per month a parent needs to save to pay for college in the future. It is working with parents who have children in high school or college to help them play the “college financial aid game”. These parents have saved money but saved it in the wrong place. They need a “coach” – someone like you – to help them play the college financial aid game. You help a family lower the amount they are expected to pay toward college costs and maximize the amount of financial aid for which they are eligible. You help them maximize the college related tax credits and tax deduction they are eligible to receive.