College Planning

Paying for college can be one of the largest expenditures a family can make. Understanding how the financial aid system works and the factors that determine a family’s eligibility can substantially reduce the total out of pocket cost for college. Many families disqualify themselves unnecessarily or are reluctant to explore certain schools without knowing the school’s propensity to give aid. Oftentimes the only effort put into college planning is contributing money into college savings programs which can reduce the amount of aid the family may be eligible for. Many families overspend on college simply due to poor understanding and navigation of the application process and aid system. We help our clients to:

  • Analyze college choices to find aid-friendly schools
  • Understand why Private schools may end up costing less than Public schools
  • Develop asset allocation strategies to increase your family’s aid-eligibility
  • Create a plan to reduce the total out of pocket cost for College