Make confident, well-informed decisions about education planning with guidance from a CERTIFIED FINANCIAL PLANNER™ professional. Your personalized report will cover college savings strategies—including 529 plans, ESAs, and custodial accounts (UTMA/UGMA)—while also addressing projected costs, financial aid options, FAFSA tips, and loan considerations. If desired, we’ll include a readiness and placement discussion with your child to support a strong academic and personal fit.
Delivery: You’ll receive your report as a secure PDF within 5–7 business days after completing onboarding.
Make confident, well-informed decisions about education planning with guidance from a CERTIFIED FINANCIAL PLANNER™ professional. Your personalized report will cover college savings strategies—including 529 plans, ESAs, and custodial accounts (UTMA/UGMA)—while also addressing projected costs, financial aid options, FAFSA tips, and loan considerations. If desired, we’ll include a readiness and placement discussion with your child to support a strong academic and personal fit.
Delivery: You’ll receive your report as a secure PDF within 5–7 business days after completing onboarding.
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