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.

FAFSA, FAFSA, FAFSA

College admissions for high school seniors is well underway; and we all know this can be a stressful time for students and parents. I know firsthand having gone through it recently with my two daughters and having two sons who are fast approaching the college search!...

Reading and Understanding Your College Bill

Avoiding Late Fees, Duplication of Health Insurance Premiums & Interest Charges Just as you carefully review your credit card statements, you should look through your student’s college billing statement line by line - reading for both understanding and errors!...

Financial Tips for College Graduates

✓ Create a Budget Simple list of monthly expenses classified as either needs (gas) or wants (movie): 50/20/30 Rule – 50% Fixed expenses, 20% Savings, 30% Discretionary items Compare to monthly income and adjust as needed to stay positive ✓ Build an Emergency Fund...