Fee-conscious, fiduciary-minded planning for families across Virginia & beyond
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How much should we actually be saving — and is it realistic?
Is a 529 the right vehicle for us, and whose name should it be in?
How does saving for college affect financial aid eligibility?
What happens to the money if our child gets a scholarship or takes a different path?
How do grandparents contribute without creating tax or aid complications?
We size the goal honestly — school by school if you like — then choose the mix of 529 plans and other vehicles that fits your tax picture and keeps you in control of the money. Education funding gets planned alongside retirement, not instead of it.
And because plans change, we build in flexibility: unused 529 dollars, scholarships, gap years, and career changes all have answers before they happen.
Credentials
