Professionals, let us deal with the Financial Aid questions while you handle the rest of the plan.
Creating and presenting a total financial plan for a family or individual is truly a monumental task.
Add in your client’s Financial Aid concerns while planning for, or attending, college and it can be enough to cause you and your client considerable amounts of stress.
As a Financial Planner, you already have more than enough on your plate just dealing with someone’s immediate finances and their confusion over what to do next. So, why not let us help you when your clients also have specific questions and concerns about Financial Aid and how financing higher education plays into their plan?
When you partner with us, we’ll put your contact information and a link to your website on our Financial Aid Resources and Tools page. We will also gladly recommend you to our clients when they express an interest in a more comprehensive financial plan for the present and future. In return, we’d love if you recommended us to your own clients who may be in need of specific Financial Aid assistance.
We are more than happy to provide advice and guidance to anyone who is planning to send a child to college, presently receiving Financial Aid, in the repayment stage or anywhere in between.
If you would like to become one of our partners, please send a message through our Contact Us page and we will be in touch to discuss how we can benefit each other shortly.
Thank you.
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