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At a time when annual college costs are steadily increasing, placing greater financial burdens on families more than ever before, Three Cord True Wealth Management Group strives to help students graduate on time with manageable student loan debt.
The approach is developed with a student’s parents/guardians and is based upon six tenets.
This college pre-approval process involves three primary steps. It starts with determining available personal resources. Available personal resources consist of 529 plans, grandparent help and cash flow, among others.
The second step in the process is to establish a maximum student loan amount. This amount is aligned with the average starting salary for a student based upon his or her major.
The last step in this process is to shop for schools within that student’s predetermined budget as well as merit and need-based aid.
College Pre-Approval™ - Prepared in cooperation with Capstone College Partners. Three Cord True Wealth Management Group LLC and Capstone College Partners are separate entities from LPL Financial.