What Do I Look For When Selecting A College Financial Planner

What Do I Look For When Selecting A College Financial Planner

Author: Chuck Moore, CCFC, Al Hoffman, CCA and Gary Carpenter, CPA, CCA November 12, 2024 Duration: 14:18

Choosing a college financial planner can be a significant step toward managing college expenses effectively. Look for a financial planner specializing in college planning, not just general financial advising. They should understand college savings plans (like 529 plans), financial aid, scholarships, and the nuances of FAFSA and CSS Profile.


Navigating the financial aid process for college can feel like deciphering a complex code, especially with significant updates on the horizon. The Prepare For College, LLC podcast, hosted by experts Chuck Moore, Al Hoffman, and Gary Carpenter, breaks down that code into understandable terms. Their combined expertise as Certified College Financial Consultants and a Certified Public Accountant focuses squarely on the practicalities of funding higher education. Each episode delves into the major changes coming to the 2026-2027 FAFSA, explaining not just the "what" but the "so what" for families. Beyond the forms, conversations explore broader strategies for selecting the right school and managing the entire spectrum of college expenses without crippling debt. This isn't theoretical advice; it's actionable guidance from professionals who deal with these numbers and policies daily. Tuning in provides clarity and a sense of control during a typically stressful planning phase. Whether you're a parent starting to save or a student finalizing applications, this podcast serves as a reliable resource for making informed, confident decisions about one of life's biggest investments.
Author: Language: English Episodes: 77

Prepare For College, LLC
Podcast Episodes
March 6th, 2024 - Understanding College Award Letters [not-audio_url] [/not-audio_url]

Duration: 12:50
Understanding college award letters is very important because they contain information that tells the student what type and what form of awards, that is offered by the colleges they have applied to.
February 19th 2024 Podcast (FAFSA Update) [not-audio_url] [/not-audio_url]

Duration: 18:20
This is an update on the ongoing changes to the new simplified FAFSA. This podcast also covers a lawsuit facing the College Board.
Alert On The Soft Launch Of The 2024-2024 FAFSA [not-audio_url] [/not-audio_url]

Duration: 10:15
This alert seeks to expand upon previously shared information about the 2024–25 FAFSA® form launch timeline and share additional details about what applicants and families can expect through February 2024.Some of the inf…
Changes On The New FAFSA - December 2023 [not-audio_url] [/not-audio_url]

Duration: 28:47
This Podcast will help you understand the major changes in the 2024-2025 Free Application for Student Aid (FAFSA). This is a must-listen for college-bound students and parents.