Of course, no financial planner can work alone. That is why it is imperative that guidance counselors, teachers, administrators, and other school personnel work together with students and their parents to focus on finding the right school for the student.
Many guidance counselors are exceptionally well-versed in the basics of financial aid. However, some counselors, administrators, and other advisors have not been trained on the most important piece of the puzzle, which includes developing financial strategies that can be utilized for the family to make college a reality.
By collaborating with the family and these other advisors, we can often show families how to pay for a more expensive (elite, prestigious, etc.) out-of-state school for the same or a similar cost as an in-state school.
We are constantly looking to cultivate relationships with these trusted administrators, and we sincerely hope to serve as a resource to those of you in our communities for whom we can provide value. Contact us today to get the conversation started on how we can collaborate: bjolly@finsvcs.com.