College Funding
Planning 

There are four stages of planning when funding a college education; Just Starting, In the Process, Approaching College, and Currently Enrolled

It is important that you know the stage you are in and the options available to you.

Our Strategic Planning Process consists of:

1. Process Review & Information Gathering 
2. Needs Analysis & Asset Assessment
3. Recommendations Review
4. Plan Implementation

Click on the Planning Stages below to learn more about the stage you are in, the options available to you and how we can help.