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.
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.
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
$500
1 hour virtual meeting
1 hour analysis & a summary of the meeting
Extended College Planning
$1,500
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.
