fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
College Planning & Student Loans
Updated
For Premier Members only For Premier Members only

College Funding Issues

Updated 10/01/2026

What Issues Should I Consider To Fund My Child’s College Education?

This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund their child’s college education. It’s structured as follows:

  • Financial Aid Issues
  • Funding Issues
  • Qualified Account Issues
  • Tax Planning Issues
Related Guides
Checklist
Paying Off Student Loans Issues
Category: College Planning & Student Loans
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
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