College Savings Planning


There are only, at most, 18 or 19 years to save for college expenses and the earliest of these years are the most valuable. If you are a parent of young children, pre-teens or early teens you will benefit from having Apropos prepare a college savings plan that helps you understand and plan for the following:

The college savings plan we prepare for you will be 100% tailored to your unique circumstances and goals.

The deliverables for a college planning engagement include:

These deliverables will be thoroughly explained to you in a presentation meeting.

The amount of time we require to formulate a well rounded college savings plan, and therefore the cost of this service, will vary depending on the number of children included in the planning and the complexity of the need to reposition assets. You will be provided with a guaranteed fee estimate at the end of our complimentary Get Acquainted meeting.