Concerned about the high cost of college? At Avea Financial Planning, we’ll guide you on not only how to save FOR college, but how to save ON the cost as well. We will identify the resources you have available to determine your budget and help you layout a 4 year funding plan.
We work with you through the college process, from FAFSA to financial aid to funding. We help turn stress and anxiety into tears of joy.
Put simply, we will work to ensure you realize the best outcome for your student without robbing mom and dad’s retirement.
Comprehensive Financial Planning
Every engagement with Avea Financial Planning begins by creating a plan. We take into account our client’s complete and unique personal financial picture. Because financial planning is a process and not a product, we engage in a long-term relationship to assist you in wisely managing your finances so you can achieve your goals, while guiding you through the inevitable challenges that arise. We aim to bring unparalleled value to both your personal and financial life.
Whether you are a seasoned investor, just getting started or somewhere in between, we are here to help. We will begin with a discussion of your goals, time horizon, and risk tolerance. From there we will build you a low-cost, well diversified portfolio tailored to your specific situation. As your goals change, we’ll be there to help you reprioritize and rebalance.