Ann Garcia

Ann Garcia, a partner at Independent Progressive Advisors with a focus on college financial planning, shares insights on her journey and expertise. She discusses the evolution of her niche, emphasizing the need for early college affordability discussions. Ann reflects on her strategies for attracting mid-career professionals and how blogging led to her national recognition. She also highlights balancing college savings with retirement planning, addressing misconceptions about college prestige, and the importance of personal fit for students.

Ann Garcia, a fee-only fiduciary advisor and author of 'How to Pay for College', shares her expertise in funding college education. She breaks down why college costs are soaring and offers alternative options. Listeners gain insights on budgeting, the importance of communication with teens about financial planning, and when it might be appropriate to consider student loans. Ann also discusses scholarship opportunities and navigating the FAFSA and CSS Profile to maximize financial aid, empowering families for a successful college journey.