College Funding Services (CFS) and Capstone College Partners have joined to create a brand-new college planning software for financial advisors, College Aid Pro™. As thought-leaders in the neglected area of helping families navigate the college-funding maze, CFS and Capstone College Partners are both dedicated to raising the bar in college funding advice.
Gen-X parents will tell you their number one financial concern is paying for their children’s college, but financial advisors aren’t trained to help families effectively in this area. College Aid Pro™ was developed the make creating a detailed college plan for your clients easier, leading to better financial outcomes.
With the changing college-funding landscape, financial professionals can no longer simply tell families to save more. Helping financial advisors end the student loan crisis one family at a time, College Aid Pro is the premier tool for serving Gen-X clients in a more effective and holistic way. You’ll soon find yourself working faster and with a more thorough college plan than ever before.
The College Pre-Approval™ Philosophy
Empowering families to pre-approve their college selection makes it easy for them to create a budget for college and move forward with confidence while they shop for schools. Prior to College Aid Pro™, financial planners would need to spend hours of research helping each family they worked with develop a unique college plan that fit their needs. Not anymore.
Our College Aid Pro™ software seamlessly integrates the College Pre-Approval™ process into an all-in-one system. We’ve compiled decades of research on student loans, the net cost of a wide range of schools, and so much more – so that you don’t have to. Using this one of a kind tool, you’ll be able to immediately start helping your clients in an unprecedented way. Are you ready to level up your financial planning practice?