Service
Education Planning
Prepare education funding strategies for families balancing tuition, taxes, and flexibility.
What We Review
- 529 planning
- College cash flow
- Gift coordination
Who This Helps
- Parents planning for college
- Grandparents who want to help
- Families comparing public and private school costs
Questions We Can Explore
- How much should we save each year?
- How do 529 plans affect flexibility?
- What if a child chooses a different path?
Planning Process
01
Discover
Free 30-minute consultation
02
Analyze
$100/hour advisory deep-dive
03
Plan
Roadmap and implementation priorities
04
Implement
Commission-based account support when appropriate