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.

• Robust college planning software access

• Ideas to increase need-based aid

• Student loan projection and analysis

• 4-year college budget

• Funding gap analysis

• College savings strategy

• Everything included in the one-hour planning, plus:

• Financial planning software portal

• Financial goals planning

• Net worth statement

• Retirement projection

• Scenario testing

• Basic Social Security projection

• Basic Medicare projection

• 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.

Start Planning For Your Future.