It’s that time of year again. The time that students should probably be more excited about and the time that parents should probably be a little less excited about. I am one of those parents with an incoming Freshman, and the resources listed below have been helpful for me as we prepare for his high school career.
As school goes back in session this year, it is important for High School Students and their Parents to start taking steps to be prepared for college. We at Total Wealth Planning strive to provide relevant information to our clients and their families during every stage of their lives.
This year we updated our High School – College Preparation Checklists by Grade. These checklists give details on what students and parents should be thinking about to be prepared for the upcoming school year. Just like any other aspect of life, we believe it is important to have a plan, and college is no exception. Please use the links below for the student’s applicable high school grade. If this doesn’t apply to your kids or grandkids, feel free to pass this on to a friend or someone you know!
Chris Allen, CFP® is a wealth advisor and the Director of Financial Planning at Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. Chris assists clients in creating a sound financial future while serving on the Firm’s Investment Policy Committee and technical financial planning team. Prior to joining the Firm in 2015, Chris worked as a Certified Financial Counselor with a non-profit financial counseling organization, where he consulted with numerous families and helped establish sustainable spending plans. Chris can be reached at callen@twpteam.com.