College Planning Consultant

College planning consultants help families navigate college funding - 529 plan selection and funding, financial aid optimization, scholarship strategies, and college cost analysis.

College costs average $100,000-$300,000+ making planning critical for families.

Services range from comprehensive plans ($1,500-$5,000) to ongoing guidance.

Serving 40-80 families generates $70,000-$200,000 annually with 70-85% margins.

Target clients include parents of young children, families with teenagers approaching college, grandparents funding education, and divorced parents navigating college costs.

Services include 529 plan selection and setup, college savings strategies, FAFSA and financial aid optimization, college cost analysis and comparison, scholarship search guidance, and student loan strategies.

Success requires understanding college funding options and accounts, knowledge of financial aid formulas and optimization, familiarity with college costs and trends, ability to project future costs and savings, and empathy for family college anxieties.

Many college planners are financial advisors offering specialization, host college planning workshops, provide financial aid optimization services, work with college admissions consultants, and potentially sell insurance or investment products alongside planning.