college planning

1-on-1 College Savings Planning

$100.00

As a parent, you want the very best for your child when it comes to their future.  You want to be able to send them to the best schools, get the best education, and achieve the best in their life.

College is a big investment, and figuring out how to pay for it can be daunting.  With the right planning, though, you won't need to worry.  We're here to help guide you through the process.

See more below.

We’ll assist your family by simplifying the college funding process.  To do that, our team takes the following steps with you:

Step 1: Evaluate Your Current Situation

Our first job is to develop a clear picture of your current financial position.  From that baseline, we can calculate your potential eligibility for need-based aid and determine the gap that will need to be filled between either you, your child, or a combination of both.

Step 2:  Set Realistic Goals

With the information from Step 1, we define a range of higher education goals for you and your child.  After we hone in on a list of possible schools and their tuition, our team gets to work on Step 3.

Step 3:  Develop and Implement a Savings Plan

We begin by determining the right strategies to accomplish your goals.  You’ll be presented with a simple, clear, and effective plan to get there, including the ideal products and services that should be utilized (and don’t worry, we aren’t receiving any commissions from our recommendations, so you know our advice puts your interests first).

Step 4:  Monitor and Review

Communication is a major key of the planning process.  We will check in with you on a regular basis via email to make sure you’re staying on track with your plan and to address any major changes in your financial position.

The majority of our interactions will take place over email, however, we may decide to schedule phone or Skype calls as necessary.

The majority of our interactions will take place over email, however, we may decide to schedule phone or Skype calls as necessary.

VTX Capital is committed to helping you take control of your personal finances.  As you’re deciding whether we’re the best fit help you plan for your child’s college education (or any other money-related issues), please feel free to email us with any questions you have.  We’re happy to help you work through your options.