My College Money Report gives you answers to 3 critical things every family needs to know before entering the college funding maze. When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase college affordability, and balance education costs with other financial goals.
Many parents put retirement on the back burner because they're so focused on four years of tuition costs for their kids. Sound familiar? We help you make empowered saving decisions that set you - and your family - up for long-term success. We're firm believers that, through a structured investing approach, you can build a plan that supports both education costs and retirement planning.
Many parents put retirement on the back burner because they're so focused on four years of tuition costs for their kids. Sound familiar? We help you make empowered saving decisions that set you - and your family - up for long-term success. We're firm believers that, through a structured investing approach, you can build a plan that supports both education costs and retirement planning.
Services
It all started with our struggles to find and provide good financial advice at large national firms - especially in the area of college planning. It always seemed to be about selling the next product to a client. After months of soul searching, we decided to strike out on our own in 2009 and form an independent fee-only practice.
Our process - equal parts financial therapy and financial planning - eliminates the stress and anxiety surrounding college funding. We don't have silver bullets. We don't offer magic formulas. We just act as your guide and provide you with a personalized plan that will show you exactly how to pay for all four years of college down to the penny.
Capstone is a comprehensive, fee-only financial planning firm based in Columbus, OH. We work with families to build thoughtful, integrated college, retirement, and investment plans. Through our video series, weekly emails, webinars, and workshops, we provide parents with practical tools, tips, tricks, and advice on how to be a savvy college mom and dad.
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