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College Financial Planning

A good college education is one of the most transformative and lasting gifts you can give your children. But with the current cost of college, that gift can be financially taxing even for families who have made some financial preparations.

Without a solid plan, selecting and paying for a college education can be a bewildering and costly experience. Today a growing number of young people are finishing college with crippling debt that will prevent them from establishing the sort of solid financial footing we all seek. The goal when I work with families is to help them understand the college financial aid landscape and to acquaint them with the financing options and trade-offs that exist as their child prepares to go to college.

I look at life as a series of “chapters”. The undergraduate education chapter is a very special one that should be filled with tremendous growth, discovery, hard work and enjoyment – and it should not end with a student leaving school with an unreasonable amount of debt. With the correct research and due diligence your child can get an outstanding and cost-effective education without compromising your ability to achieve your other financial goals. I look forward to the opportunity to help you as you navigate this process.

College Financial Planning

A good college education is one of the most transformative and lasting gifts you can give your children. But with the current cost of college, that gift can be financially taxing even for families who have made some financial preparations.

Without a solid plan, selecting and paying for a college education can be a bewildering and costly experience. Today a growing number of young people are finishing college with crippling debt that will prevent them from establishing the sort of solid financial footing we all seek. The goal when I work with families is to help them understand the college financial aid landscape and to acquaint them with the financing options and trade-offs that exist as their child prepares to go to college.

I look at life as a series of “chapters”. The undergraduate education chapter is a very special one that should be filled with tremendous growth, discovery, hard work and enjoyment – and it should not end with a student leaving school with an unreasonable amount of debt. With the correct research and due diligence your child can get an outstanding and cost-effective education without compromising your ability to achieve your other financial goals. I look forward to the opportunity to help you as you navigate this process.