Turn financial aid into a strategy — not a myth by reframing it as a planning opportunity, even for high-income families.
Time income and position assets intentionally to reduce their impact on FAFSA and CSS Profile formulas.
Integrate business planning decisions into a coordinated, multi-year college funding strategy.
Unlock overlooked 529 strategies — including grandparent ownership, low-income year funding for state tax arbitrage, smart structuring for divorced/remarried families, and beneficiary generation shifting.
Leverage the unique power of private 529 plans to lock in tuition, hedge inflation, potentially reduce reportable parental assets, and strengthen financial aid positioning.
