YES, SEND MY REPORT
YES, SEND MY REPORT

College Planning Report

All families want their best plan to save and pay for college.You can make well-informed decisions about college savings, planning, admissions and funding. 

Can you accurately answer the most important college financial planning questions?

my College report can!

  • Will we have to pay the school’s sticker price?
  • How much will we be expected to pay out of pocket at selected schools?
  • Are we candidates for financial aid? How much?
  • How much in free money (scholarships/ grants)?
  • Can we increase our financial aid eligibility? How?
  • How can our child get more free money for college?
  • Are 529 Plans an appropriate choice?
  • Which other savings options may be better, in light of our circumstances?
  • Will we qualify for tax credits? How much?
  • Which schools should our child apply to in order to get the best financial deal in the form of financial aid and scholarships?
  • My college planning report answers all these questions!

This report is your wake-up call to take action. You absolutely can protect your retirement while supporting your child’s college dreams—but it won’t happen by chance. With the right plan, it’s possible. Let’s make it happen together!

The first steps to a successful college financial plan are:

  • Understand what you are expected to pay. The government has a term called SAI – Student Aid Index.  SAI represents the minimum you are expected to pay for college, per student, per year.  
  • Understand if you will be eligible for financial aid – need or merit based financial aid.

I offer a Complimentary, personalized, college planning report that is the foundation of a college financial plan. This report will accurately help families understand SAI and Financial Aid. This information will help you save on your out-of-pocket college costs and improve your retirement savings outlook.

successful college financial plan:

  • Based on your data form responses, I will email you a customized college planning report. This report is the foundation to helping you make smart, well-informed college planning, admissions and funding decisions. This will help you save on your out-of-pocket college costs and improve your retirement savings outlook.
  • After exploring your personalized college planning report, take the next step toward your family’s best future. Schedule your complimentary 50-minute Zoom session with me, and let’s turn your plan into action!

College report is required for a one on one meeting

Meet with Monica

Certified Financial Planner - CFP®

College Financial Planning Expert

Author and Cash Flow Specialist

Useful Links

Contact

480-401-2616

monica@monicafelton.com

Monica Felton is an Investment Adviser and Certified Financial Planner. This website does not represent an offer of or a solicitation for Advisory Services in any state.   The content of this website is provided for educational and informational purposes only and does not constitute individualized investment advice. Advisory services can only be provided to clients who acknowledge and sign an advisory Agreement, receive the required disclosures, and has the Advisory Agreement countersigned by the Advisor.

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