Today, a family can exceed $250,000 in college costs -- for one child!!

You should expect more than simplistic, one-size-fits-all savings strategies from a financial advisor.
With our firm, you can expect more and we'll deliver more!

Just a few of the questions every parent with college-bound children must know the answers to if they want to save ON and not just for college costs:

  1. Are we candidates for financial aid?
  2. How much financial aid could we expect?
  3. How much in scholarships/grants?
  4. Can we increase our financial aid eligibility?
  5. What merit-based scholarships, at selected schools, is our child eligible for and what are the eligibility requirements?
  6. Are 529 College Savings Plans the right choice?
  7. And many more!
The future depends on what you do today…

Please complete a short fact finder and immediately a quick diagnosis of your situation will be available for review.

After we receive your input, we will review ways to reduce your out-of-pocket college costs and improve your retirement savings outlook!


When you are ready to start, click the NEXT button below.

Contact Information
 
 
 
 
Student Information
This field is mandatory.
Please input the state or residence of the student. 
Copy address from
Please input the birthdate of the student.  
Please input the years until college. 
Please input the student's grade level (1-12). 
 
Student Grades
Please input the student's GPA. 
For critical reading and math only. 

ACT to New SAT Concordance Table

ACT Composite
Score		SAT Score
(400-1600)		ACT Composite
Score		SAT Score
(400-1600)		ACT Composite
Score		SAT Score
(400-1600)		ACT Composite
Score		SAT Score
(400-1600)
36160029136022111015830
35157028132021107014780
34154027129020103013740
3315002612601999012680
3214702512201895011590
31143024118017910  
30140023114016870  

For lower score points, there is not enough data to produce a valid concordance between the new SAT and ACT.

Parents Information
How many people live in your household including the student. 
Total number of children that will be in college, including half-time, when this student starts college. 
Please input the age of the oldest parent. 
Please input the parents marital status. 
filed as Married
filed as Individual
Please select how the Tax Return is filed. 
College Information
This field is mandatory.
Please input the state of the college. 
Copy address from
Please select the college. 
Average annual inflation is 0.05. 
Parents Income & Assets
$
 

This would be found on IRS form: 1040 line 1 + Schedule 1 --- lines 12 + 18 + Schedule K-1 Box 14 (Code A).
If any individual earning items are negative, tream them as zero.

$
 

This would be found on IRS form: 1040 line 1 + Schedule 1 --- lines 12 + 18 + Schedule K-1 Box 14 (Code A).
If any individual earning items are negative, tream them as zero.

$
 

This amount is the total from IRS Form 1040, line 13 minus Schedule 2 line 46.

$
 

The sum of: Payments to tax-deferred pensions & savings plans; Qualified retirement plan deductions; Child support received; Tax-exempt interest; Foreign Income Exclusion; Untaxed IRA distributions & pension (excluding rollovers); Federal Tax on Special Fuels Credit; Housing, food, & other living allowances; Other untaxed income & benefits.

$
 

This would be found on IRS form: 1040 line 7.

$
 

The sum of: savings, checking, money market, CDs, stocks, mutual funds, Coverdell Education Savings Account, 529 College Savings & Pre-paid Tuition Plans and trust funds (in name of parent[s] only).
Excludes real estate.

$
 

Report the total value of parental assets held by the student's parents in the names of the student's siblings who are under age 19 and not in college. This includes funds in custodial accounts, Uniform Gifts to Minors accounts, or any other savings and investment accounts. Do not include funds in Section 529 college savings or pre-paid tuition plans. You should only include parental assets held in siblings' names, not assets actually owned by the siblings.

$
 
$
 
Student Income & Assets
$
 

If the student is already in college, do not include Work-Study Income.

$
 



$
 

Same as for parents.

$
 



$
 

The sum of: cash, savings, checking, real estate, investments, net worth of student's portion of any business/investment farm, and trusts (include UTMA/UGMA).

Thank you  for taking the time to complete the College Planning Questionnaire.


Schedule a college planning/retirement savings consultation with us.

We look forward to helping you save on your out-of-pocket college costs.

Carter Financial
info@carterfinancial.us
+1 404-713-5022
1College Planning Questionnaire2Household Information3Income & Assets