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Fee-Based Comprehensive Financial Planning
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Education Planning Services - A daunting task

Saving for college tuition can be a daunting task particularly when considering the historic inflation trends of college education. Our educational planning methodology includes several steps:

  1. Establish the level of education funding desired.
  2. Create a projection of revenues needed.
  3. Consider your entire cash flow along with any existing education saving strategies to project whether you are able to reach your goal.
  4. If necessary, we address options and vehicles available to bolster education savings growth.
  5. We monitor the accumulation of savings in accordance with the education expense goal and apply changes if necessary.

Joel Stillman, Jeffrey Lippman & Joshua Stillman, with Capitol Financial Consultants, Inc., offer Education Planning, McLean, VA.