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What Do I Look For When Selecting A College Financial Planner
Choosing a college financial planner can be a significant step toward managing college expenses effectively. Look for a financial planner specializing in college planning, not just general financial advising. They should understand college savings plans (like 529 plans), financial aid, scholarships, and the nuances of FAFSA and CSS Profile.
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By Chuck Moore, CCFC, Al Hoffman, CCA and Gary Carpenter, CPA, CCAChoosing a college financial planner can be a significant step toward managing college expenses effectively. Look for a financial planner specializing in college planning, not just general financial advising. They should understand college savings plans (like 529 plans), financial aid, scholarships, and the nuances of FAFSA and CSS Profile.