What do we get with service level “X”?

College Savings Plan

College Money Report™

College Funding Plan 

Student (OR Parent) Loan Repayment Plan

College Savings, 529s, ABLE, & Private K-12 Planning.

A college affordability assessment for one student.

A project-style financial planning service, covering the core topics needed for a college-bound family.

Exploring your Repayment, Consolidation, Forgiveness, Cancellation, and Discharge Options.

Parents or grandparents of young children, up to middle school can get the peace of mind you need, about your child’s future.

Ideal for high school students who have a standardized test score (ACT/SAT) and a list of colleges.

Ideal for college-bound families who want to plan for college, stay on track for retirement, and ensure their investments are in the right place at the right times.

We help student loan borrowers like you… find the right repayment plan for your changing life.

We help you find the right steps for your family in these 2 meetings.

List of three colleges, one College Money Report™, and one Strategy conversation..

4, 45 min Meetings:
Get Acquainted
Get Organized 

Get a Plan 

Get Ahead 

2 meetings, or more if unusually complex,to explore your best options.

$600.00 

$100.00

Families: $1,200

Couples: $9,00

Individuals: $600

Student Loan Plans start at $600.

College Advice Elements

College Money Report™

College Funding Plan
Project 

Integrated Financial Planning:
Coach +
Business +
First Class

What Colleges Think You Can Afford (the 3 EFCs)

x

x

x

If You Qualify for Need-based Grants

x

x

x

If You Qualify for Merit-based Scholarships

x

x

x

1 Year Out of Pocket Cost (For Each College)

x

x

x

4 Year Out of Pocket Cost (For Each College)

x

x

x

Need-based Aid Enhancement Ideas

x

x

Merit-based Aid Enhancement Ideas

x

x

Student Loan Projections

x

x

College Pre-Approval™ Budget

x

x

College Funding Gap Analysis

x

x

College Savings Strategies

x

x

529 Plan Advice

x

Financial Aid Forms Filing & Renewals

x

Student Award Analysis & Appeals

x

College Money Report™

College Funding Project
Plan

Integrated
Financial Planning:
Coach +

Integrated
Financial Planning:
Business +

Client Planning Portal

x

x

x

x

Goal Creation & Timeline

x

x

x

Net Worth Statement

x

x

x

Emergency Fund Recommendation

x

x

x

Retirement Planning

x

x

x

Asset Allocation Selection

x

x

x

Plan Stress Testing (Monte Carlo)

x

x

x

Social Security Modeling

x

x

x

Medicare Cost Planning

x

x

x

Next Steps & Planning Prioritization

x

x

x

Debt Management Decisions

x

x

Employer Benefits Advice

x

x

HSA Funding

x

x

401k & 403b Fund Recommendations

x

x

Social Security Elections & Timing

x

x

Pension Elections & Timing

x

x

Goal Progress Tracking

x

x

Investment Policy Statement

x

x

Account Setup & Transfer Support

x

x

Low-cost Institutional Fund Advice

x

x

Rules-based Rebalancing

x

x

Socially Responsible Investing

x

x

Asset Location Tax Strategy

x

x

Investment Performance Reporting

x

x

Roth Conversions

x

x

Capital Gain/Loss Harvesting

x

x

Tax-Efficient Distributions

x

x

RMD Execution

x

x

Income & Gains Shifting to Minors

x

x

Advanced Planning Elements 

Income Tax Planning

x

Life Insurance Analysis

x

Disability Insurance Analysis

x

Long-Term Care Insurance Analysis

x

Employee Stock & Options Planning

x

Annuity Planning

x

Charitable Giving

x

Estate Planning

x

Business Owner Planning

x

Business Exit Planning

x

90 day Execution Workshops

x