Cash Flow Planning

When it comes to saving and paying for college, College Planning & Funding Strategies can help make a college education an affordable reality. We have the expertise to help you develop the best plan possible and make the best financial choices for you and your family. Our advisors are members of SET (Strategic Education Technologies) and when it comes to college financial planning, we can deliver the highest caliber of knowledge and service.

We will help you develop a plan for your particular needs, for instance we can provide valuable cash flow analysis to help you produce the funds for college and still have money for your immediate and long term needs. Simply put, "Cash Flow" planning is the managing of household cash flow so that college costs will be paid for ALL children in a comfortable fashion….by working with your existing financial resources we can help you learn ways to make college more affordable and have a positive impact on your quality of life and your other financial priorities such as vacations, home improvements and retirement plans.

By sharing important tips and specially designed college funding strategies, we can help you reduce the cost of college and help you have the resources to pay the balance.

You and your SET Advisor will review a variety of ways to actually pay for college in a comfortable manner and develop your own unique SET for Life™ plan, a few of these include:

  • Determining your eligibility for Financial Aid
  • Identifying merit-based aid for which your student might be eligible
  • Introducing you to Financial Aid friendly investment options that can save you thousands of dollars

You deserve the peace of mind that comes from working with College Planning & Funding Strategies', a trusted SET partner. Take charge of your financial future. We will work with you to develop your personal plan to pay for college without going broke.

"Everything we do provides families with Confidence and Certainty as they arrive at life's most important financial milestones so they don't have to take unnecessary risks." Tim Austin, SET