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Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save with Ann Garcia

Financial Advisor Success

CHAPTER

Navigating College Financing: Strategies and Solutions

This chapter explores the intricacies of college budgeting and the financial planning necessary for families navigating college expenses. It emphasizes student agency in college selection while balancing factors like fit and finances, and discusses the development of tailored financial courses for parents. Through insights on specialized cash flow tools and the evolution of advisory practices, the chapter underscores the importance of effective financial strategies in education.

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