College is the second largest investment that most families will make in their lifetime. For most families, effective strategies to combat that conundrum remain out of reach. Financial advisors traditionally are involved in setting up how the family might save and then again when it is time to access those savings. Late-stage college planning gives advisors an opportunity to connect with their clients early in the search process to develop a philosophy and strategy for paying for school. To help families toward a more strategic college search, it is important for financial professionals to have a broad understanding of the current college landscape.
Author:Cozy Wittman, BS, has spent her career educating people in various fields. She joined the team at College Inside Track after working with them as a client and mom of five kids, all with very different goals for college. She knows all too well how hard it can be to find schools that fit the student. College search has become increasingly more complex, the nuances hard to understand; Cozy is passionate about dispelling myths and helping families do a more strategic college search. As education and partnership manager at College Inside Track, Cozy speaks nationally, training financial advisors and other professionals who work with families with high schoolers. She also conducts training for families all over the country so more people can understand the college landscape. Cozy is excited to connect with organizations and families interested in learning more about the complex college-search process.
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