College Funding Issues

Already a Member? Login

GUIDES

All Guides

Updated 12/1/2024

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

Become a Member

View Sample

Related Guides

Paying Off Student Loans Issues

Category: College Planning & Student Loans

Student Loan Income Driven Repayment (IDR) Plan Eligibility

Category: College Planning & Student Loans

“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”

— Chris, an advisor in Illinois

“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”

— An advisor in Kentucky

“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”

— Steve, an advisor in Ohio

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”

— Advisor from 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

“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”

— An advisor in Texas

Congrats!

Welcome Aboard!

Account Set-up

Tailor Your Experience

Congrats!