Many of us today live full lives. Our families and careers require much of our attention, and by the time we find a free moment, we hardly feel like turning to our to-do lists. But there is one to-do that shouldn’t be ignored, and that’s creating a plan for your child’s college education, specifically how you will pay for those important years of school without sacrificing your retirement.
At College Planning America, we know you care about your children and their future, but we also understand how complicated and overwhelming it is to prepare for all aspects of post-secondary education. That’s why we do everything we can to make college planning as simple and convenient as possible so you can be confident that your finances are taken care of and your kids are on the right track toward their future. Here’s how a complimentary college planning consultation can make a difference in your life.
How A College Planning Consultation Can Help
A complimentary college planning consultation can relieve some of your worries and concerns, especially if you’ve ever found yourself asking these questions:
- How do I maximize my child’s chances at financial aid?
- What are the best ways to save for college?
- How can we choose the best college for my child?
- Is there a way to work towards our retirement while also helping our kids through college?
- What can my child do to prepare for college and be successful in the college planning process?
- How much can I spend without sacrificing my retirement, because if I spend more, I will probably be relying on my kids’ help later in life.
You have a unique life, unique circumstances, and unique goals. You deserve a unique college and financial planning strategy to go with it.
What To Expect
In your complimentary consultation, we will take the time to learn about your and your child’s values, goals, and objectives. We’ll ask questions about how much you’d like to save for college, how much you’d like your children to pay for, what their skills and dreams are, and what stage of readiness you are in for this significant expense. After we get to know you and your child, we will put together a plan designed to provide long-, medium-, and short-term college planning strategies that are real, relevant, and achievable and could help you to eliminate unnecessary stress and possibly save you time and money.
At College Planning America, we believe that knowledge is power. We want to empower you to make sound decisions that will help you pursue your goals and plan for your child’s ideal college experience and your ideal retirement. Through a customized approach, we work with you to create plans that address every aspect of college planning, as well as your overall financial situation.
Make College Planning A Priority
College usually comes before retirement, but remember that you can borrow for College, but cannot borrow for retirement so we need a strategy for both. Don’t put college planning off any longer. The sooner you start, the more time you have to research your options and set your child up for success. Take a minute and make the confidence of having a well-planned financial future your priority! To get more information about our free college planning consultation or to schedule a time to meet, call our office at 800-814-8742, or email dcoen@sageviewadvisory.com.
About Dave
Dave Coen is a Financial Advisor with SageView Advisory and the CEO of College Planning America. Along with his retirement financial industry experience, he is a College Planning Specialist. He works closely with individuals and families to provide them comprehensive financial planning that addresses all elements of their financial picture. Learn more by connecting with Dave on LinkedIn.
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