COLLEGE PLANNING
Work with us to help your high-school-age child graduate college with manageable student loans,
while limiting the effect on your retirement.
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Financial Planning For Parents With College Bound Children
Sona Wealth will help your family balance its many competing goals.
One-Hour College Planning with Sona Wealth is ideal for families with college-bound students. Students from 9th grade to early college will benefit most from this package.
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Robust college planning software access
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Ideas to increase need-based aid
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Student loan projection and analysis
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4-year college budget
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Funding gap analysis
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College savings strategy
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Everything included in the one-hour planning, plus:
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Financial planning software portal
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Financial goals planning
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Net worth statement
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Retirement projection
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Scenario testing
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Basic Social Security projection
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Basic Medicare projection
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Next steps and plan for college funding
Extended College Planning with Sona Wealth is ideal for families with college-bound students that want more detailed college planning than the one-hour engagement and also want some light retirement planning.
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Includes 3 Planning Meetings:
1) Goal Setting & Data Gathering
2) Walk Through Initial Plan and Ideas
3) Final Full College Plan & Light Retirement Plan
COLLEGE PLANNING FEES
One-Hour College Planning
$400
1 hour virtual meeting
1 hour analysis & a summary of the meeting
Extended College Planning
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$1,200
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Ideal for parents of high school students that need a more detailed college plan, but also want to see how college might affect their retirement.
