Carrollwood Day School - HQ

Carrollwood Day School

1515 West Bearss Avenue, 33613, Tampa, FL, United States

The College Funding Coach®

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What began in 2002 with a single financial coach on a mission to help educate parents in the Washington, D.C. area with strategies for saving and paying for college has grown into a national team of nearly 100 coaches spread across the country. We help families better understand the complex strategies for saving and paying for college and making higher education more affordable.We collaborate with schools, businesses, churches, synagogues and community organizations to conduct several hundred workshops each year. Our interactive workshop, Little-Known Secrets of Paying for College, teaches parents the rules of the game when it comes to financial aid, as well as the critical strategies to help them win that game—whether by qualifying for need-based aid or by maximizing cash flow and liquidity.As you can imagine, the stock market has gone up and gone down. Taxes have gone up and gone down. Unemployment has increased and then decreased. But two things have remained constant every year: approximately 20 million high school students head off to college[1], and since 2000, the cost of tuition and fees at American colleges has more than tripled the rate of inflation[2].We help the families with whom we work understand the process and incorporate college planning into the broader context of their financial plans—from risk management to investing, estate planning and tax management. By taking a comprehensive view of a family’s finances, we are often able to correct inefficiencies and capture dollars that can be redeployed towards paying for college. Our approach helps parents reduce their out-of-pocket expenses and balance the challenge (and the stress) of saving for college and retirement simultaneously.Whether you’d like to schedule a workshop at your school or meet individually with one of our coaches or just find great resources and information about the college process, you’ve come to the right spot. Through our collective knowledge and the terrific resources we have curated, we hope to be your one-stop-shop for the college journey. We look forward to working together![1] National Center for Education Statistics—Digest of Education Statistics Table 105.30: https://nces.ed.gov/programs/digest/d17/tables/dt17_105.30.asp[2] Source: https://www.advisorperspectives.com/dshort?referrer=dshort.com