Step #2 A Plan for Parents
’12-Point Guide’ for Parents
(& Grandparents)
Helps Parents Prepare
for the Unexpected
The new U.S. GAO Study found that 91% of colleges mislead students and parents on costs, financial aid, and more. This has led to depleted Retirement Accounts and unanticipated parent PLUS loan debt.
Critical ‘What If’ Decisions
The 12-Point Guide was designed to help both parents and grandparents identify and be better prepared for today’s new college reality. The Guide covers essential ‘What If’ scenarios so there are no surprises down the road … which helps parents prevent costly mistakes and protects their future financial security.
Leads to Step 3
Completing the Guide makes it easy for us to discuss strategies, alternatives, and set realistic budgets during our one-on-one session as we help you plan for a stronger financial future and a more secure retirement.