Comprehensive Financial Planning
Financial Coaching
Comprehensive College Planning
Student Loan Planning
Investment Management
Insurance Planning
Small Business Retirement Plans
Planning for Business Owners
Employee Benefits for Business Owners
Medical and Health Planning
What is comprehensive college planning
Comprehensive college planning is a process that helps parents and students understand how to pay for college and make the best college decisions. College is a big purchase...
The benefits of comprehensive college planning
Melissa Cox is a CERTIFIED FINANCIAL PLANNER™ and College Funding and Student Loan Advisor. She has the knowledge and experience to help your family make the best college buying...
The college pre-approval™ process
College Pre-Approval™ is an important step in comprehensive college planning. Through College Pre-Approval™, families can determine how much money is available for college, how...
Merit and need
Another important factor in comprehensive college planning is the merit and need of the student. Through College Pre-Approval™ the need of student can be determined. A family can...
College funding options
There are a number of sources of funding a family can utilize for college. These sources were reviewed in the College Pre-Approval™ process. More specifically though, there are...
Stages in college planning
When going through the college planning process, there are some basic stages a family will through.
These include:
- Understanding the true cost of an education at different colleges...
Paying off student loans after college
Once you have gone through the college planning process and a student has graduated college, they may be faced with some amount in student loans. Although college planning will...
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans...
