Stages in College Planning

When going through the college planning process, there are some basic stages a family will through. 

These include:

  1. Understanding the true cost of an education at different colleges. Often the “sticker price” of an education can be much higher than the actual price paid. College planning can help a family understand what an education at a particular college will actually cost them.
  2. The College Pre-Approval™ process which can help family know how much money they have available for college and what’s the most they should get in loans.
  3. Helping families shop for schools to find the best option that meets their needs.
  4. Helping families through the college admission process.
  5. Helping families apply for financial aid.

Going through the college planning process can help a family reduce student loans, maximize financial aid, minimize taxes, and save for retirement.


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