The 5-Step 'College Plan' A College Plan for Students & Parents
There's Nothing Like It!
12-Point Guide for Parents
But LFE didn’t stop the 5-Step Plan for students. The 12-Point Guide for parents was then added to help them avoid costly mistakes and protect their future financial security. This Guide encourages parents and grandparents to work closely with an Advisor to ensure that ‘College’ fits into their overall Financial Plan! Here’s a small sample of more than 200 slides.
LFE also added a new option: The new on-demand College Video Library, which further cements the relationship between their Advisor and parents of college-bound students.
This multi-media approach was designed to help college-bound families be more informed with up-to-the-minute education as they navigate today’s complex college planning decisions.
“Our mission was not to duplicate the helpful information already available, but to fill in the gaps and educate families on missing information that has led to so many costly mistakes today,” says Alice Whinnery, a former CPA with PwC and CEO of the LFE Institute. “As educators, our role is to help families make more informed decisions that will impact their financial lives for decades.”