Your College Financial Plan
College, Your Family’s Plan.
Do you have a financial plan for college?
Many people are saving money for college in the wrong vehicle. Most educational savings plans will count “against” you in the eyes of a FAFSA review. This could prevent you from receiving money from endowment funds. There is a better way to plan for college. Learn how to put money aside for your children that you can actually get back without a penalty if they later decide to do something else. If your child decides to become an entrepreneur or go to a trade school instead of a university, you could be faced with hefty taxes and penalties on your own money. There are vehicles to save money that you could use for ANYTHING your child may decide to do, including college. You could control your money set aside for your child and even get it back tax-free and penalty-free if your child ends up not attending a university. SDWC Financial feels your money should be flexible AND accessible for, however, you choose to spend it.
About Your College Financial Plan
Your College Financial Plan
Knowing what you can afford and how you are going to pay for your college education is as important as what your going to study. Using our expertise in this area can save you time an aggravation.
Your FAFSA Package
Your FAFSA package contains the following tools to guide you to make the best financial decisions for your college bound student.
- Fill out “mock” FAFSA form
- FAFSA review
- Corrections to your FAFSA
- FAFSA strategy session
- Your FAFSA answer sheet
Shop Colleges
Shopping colleges can be overwhelming! With our expertise and guidance we will help you make the best decision for your needs.
- Compare “real” costs.
- See ahead of time who is giving the most award money.
- See the 4,5,and 6 year graduations rates.
- See the percentage of returning freshman.
- Learn if and why you could appeal your award letter.