Do you have questions about how Yorkshire College Planning can benefit you and your family? Reach out today!
Paul r. & sandra r.
Make too much. Worth too much.
Get all 4 kids through private college without sacrificing retirement goals or long-term financial peace of mind.
Both parents make a comfortable 6 figure income. Chris is a business owner and Sharon works for a publication enterprise. The problem is they fell into “the high earner, high asset (HEHA) zone” where it appeared they would not qualify for any financial aid, however the cost of college for four students was still a huge financial hurdle.
Concerned that their retirement funds would be completely depleted by the time their four students were through their college years
To resolve their issues we correctly applied college planning strategies including financial aid form submittal, interpretation of student aid report(s), comparison of financial aid awards from colleges that students were submitted to, and appropriate, non-confrontational appeal letter composition and presentation to college officials.
Despite their financial assets, two students were accepted to highly selective private universities and each receiving over $40,000 in grants and scholarships per year, and brother received $20,000 from an Ivy League College and the youngest student received $17,500 from an in-state private school.
Students graduated with a minimal amount of student loans and moved on to graduate school without a huge debt burden hanging over them.
By saving the lion share of their retirement savings, retirement was not only preserved but was actually enabled sooner.
Resources that would have normally been deployed for college enabled the family business to expand into a multi-million-dollar enterprise.
Our team of resident experts will teach you what they’ve learned after helping hundreds of families get into the best colleges and saving them tens of thousands of dollars!
Senior College Planner, CCPS, CCFS
Certified College Planning Specialist, CCPS
Certified College Funding Specialist, CCFS
Questions? Please Reach Out!
We would love to answer your college planning questions! Feel free to drop us a line!