The Grandparent College Assistance Plan™
A customized college plan for the unique interests and needs of grandparents
As a grandparent you care about your grandchildren. You want them to be able to take advantage of every beneficial opportunity in life. The chance to go to college is certainly one of those opportunities. How can grandparents help?
- They can offer leadership like Grandpa Bill
- They can provide direction
- Financial help could go from paying the full ticket, to helping out with spending money during the college years.
College Money is nationally recognized as a premier college financial planning firm. We have the expertise and the experience to help you develop your plan for college.
- We have helped thousands of families solve their college problem
- We are featured regularly in The Wall Street Journal, Fortune, The New York Times, and Investment News
- We understand the unique issues faced by grandparents who want to help
Although grandparents want to help, they often make serious mistakes that either hurt themselves or fail to effectively help with college. These include:
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- The danger of doing something that could have an adverse effect on financial aid eligibility for their grandchild
- Jeopardizing their own financial circumstances
- Not taking their future medical needs into consideration
- Not considering the complexity of college planning
- Not considering the individual needs of different sets of grandchildren
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The Grandparent College Assistance Plan
The Grandparent Consultation™
We will discuss your grandchildren, your goals, your resources, and potential traps. We will help you determine whether you need something as simple as a standardized plan or a custom-designed plan.
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| Your consultation may show that you simply need one of our standardized plans such as The Pizza Money Plan™ or The Leadership™ Plan. If our counselors determine this is the case, they will send you at no additional cost, a step-by-step guide of how to build your plan. |
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The College Plan Diagnostics™
You will receive a detailed evaluation of your current college plan, expected college costs, potential financial aid, and benefits that your family may want to target in a college savings plan.
The College Action Plan™
You will receive a professionally designed plan for college savings that also helps preserve your retirement goals. It will identify the types of funding vehicles that will provide your family’s desired benefits. And your Action Plan will give you the ability to implement on your own or with College Money’s College Investment Plan™.
The College Investment Plan™
An effective plan must be well implemented. You will receive recommendations on specific investment alternatives that fit your College Action Plan™. An asset allocation model will be designed to set performance expectations for your timeline and risk tolerance.
The College Money Monitor™
Your annual update adjusts for changing family needs and evaluates money manger performance. The College Plan Diagnostics™ and The College Action Plan™ are updated and necessary changes are made to The College Investment Plan™.
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College Money Can Help!
We use the expertise and proprietary tools that we developed through 25 years of experience to help clients create each step of their personalized Grandparent College Assistance Plan™
Contact College Money to receive a free Grandparent College Assistance Plan starter kit and learn how we can help you
