Education Planning

education_planningEducation planning is becoming increasingly important as tuition increases continue to outpace inflation and the myriad of government education programs becomes more complex. Like retirement planning, the earlier you start with education planning the easier it is! The process begins with a discussion of what your idea of funding for education is: public or private school, college only or elementary/secondary/college? Do you wish to provide all of the funding or merely part of it? Do you wish to use student loans for the balance? As is the case with retirement planning, once the plan has been formulated we will work with you to monitor your progress against goals and make corrections as needed.