College Library

FREE COLLEGE PLANNING REPORT

Download your free report for college planning.

GET YOUR FREE COLLEGE MONEY REPORT™

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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.

  • Free college planning software

  • 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

$400

1 hour virtual meeting 

1 hour analysis & a summary of the meeting

Extended College Planning

$1,200

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.

 
 
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