College Planning Made Easy – Personalized Solutions To Help You Choose the Right College at the Right Price
College planning gets more complicated and expensive every year, but Granite Bay Wealth Management has worked with Accolade Financial to help ensure that higher education is in your child’s future. The earlier you start saving for college the better, but no matter when you start, having the help of an experienced advisor to guide you through the process is invaluable.
Josh Bartlett is a Financial Advisor at Granite Bay, but he also is a founding member of a separate company, Accolade Financial that provides customized college planning solutions for families. As a Certified College Planning Specialist at his independent advisory firm, Josh’s comprehensive approach includes more than just the financial aspect of college planning. He assists families through every stage of the process, from exploring savings options, to understanding and applying for financial aid, to career counseling and school selection.
There’s no one-size-fits-all solution to planning for college. At Granite Bay Wealth Management, we know that every family is unique and understanding your lifestyle, concerns, and dreams is important to us. Josh will take the time to get to know you and your student so he can provide tailored solutions that align with your specific goals. He’ll help your child to identify the careers they’re most interested in pursuing, and the majors that will lead to those careers. He then compiles a personalized list of schools that offer the academics and experience your student is looking for, as well as the biggest discounts. Given that the average 4-year college degree in the U.S. takes 6.2(!) years to complete, choosing the right major and the right school means huge savings.
How you pay for college–not just how much–has a large impact on your future financial wellbeing. Josh helps families understand everything from savings plans and how they impact future financial aid; various loan options and how to avoid costly mistakes; and evaluating and negotiating aid packages. He has been able to save families an average of about $40,000 per student, and has saved some families as much as $220,000 on a single student. Streamlined decision making, proper preparation and filing of financial aid forms, and discounts obtained from applying to the right schools contribute to the overall savings. Planning for college can be a confusing and overwhelming endeavor but it doesn’t have to be. Josh’s expert guidance–backed by years of experience and a track record of success–can help your student achieve their college and career goals while saving your family money.
To hear Josh talk about his process and how he helps families plan for college, listen to his radio interview on The Pulse of New Hampshire here.
Disclosure: Granite Bay Wealth Management, LLC and Accolade Financial are not affiliated companies.