Why College Planning?

Why did I add the College Planning & Funding aspect to my business?

That requires an additional story around my daughter's senior year of high school and the process of getting her into college and then choosing the one that was the right fit for her academically, culturally, and financially.

In October of her senior year, she was still totally undecided about what she wanted for her next chapter, other than that she didn’t want to go too far from home. She got accepted to 11 of 12 colleges she applied to, so the schools didn’t really help to narrow the list. We needed some additional facts to narrow the list down to one top choice and of course, how to pay for that education was one of the factors.

Even with being in the money business, I found the process confusing and made a number of mistakes that likely cost us thousands of dollars, and perhaps that twelfth school as well, so I am on a mission to change all that for the families that I work with!

– Paul Monax, CFP®