Fast Track to College Savings Analysis
Generalities are nice, but they don’t give you much to work with do they? Every Family and every situation is different. So the only way to find out how much money it’ll cost to send your child to the colleges they’re interested in is to get a comprehensive, personalized analysis.
The Fast Track to College Savings Analysis goes beyond a quick review of your investable assets and college savings accounts. It takes a full-picture look at your family’s finances and your child’s college aspirations. This allows us to evaluate all the potential options for reducing your college bill and prevent you from having to sacrifice your current lifestyle or future financial security.
Here’s how it works:
- “Let’s Get Started” Phone Consultation- During this one-hour call you will have an in-depth discussion with Marc about your goals and objectives. We’ll discuss your financial priorities, what you hope to accomplish and discuss the impact that paying for college will have on your family. We will also identify what area(s) you most need to focus on, determine your expectations and create an implementation timeline.
- Preliminary Analysis- Based upon our “Let’s Get Started” phone consultation, we’ll perform an initial analysis of your situation and begin to create a personalized plan of cost –reduction strategies.
- Results Phone Consultation- After the analysis is complete, we will schedule a webinar to discuss your expected savings.
Based on these results, you may be invited to apply for our membership program. Our experience is that members are much more successful at creating and implementing a college-cost reduction plan, but membership is not required and there is no pressure to join.
