College Planning
Wealth Planning Corporation specializes in helping families plan and prepare for financing higher education.
COLLEGE PRE-APPROVAL™
College Pre-Approval™ is a proprietary financial planning methodology developed to help families and students reach better financial outcomes from higher education and is owned by Capstone College Partners, LTD. Our mission and highest aspiration is to help advisors end the student loan crisis, one family at a time.
COLLEGE PRE-APPROVAL CHECKLIST
Be prepared for a college-planning discussion with a Wealth Planning Corporation team member.
This checklist outlines all of the data and information we’ll need to help you create a realistic picture of your college planning needs.
PRIVATE COLLEGE CONSULTATION
WPC Private College Consultation* will use the College Aid Pro (CAP) software to provide you with a customized report specific to your student’s academic profile and your family’s financial information.
COLLEGE PLANNING RESOURCES
Start working with the Wealth Planning Corporation team today to plan for your family’s higher education needs.
COLLEGE PLANNING TIPS FROM WPC
Our time-tested process of asset allocation and portfolio rebalancing is managed by our Investment Committee. Your portfolio is constructed based upon our multi-factor models to address the growth and risk characteristics appropriate to your unique situation.
