College Savings Plans

Magellan’s College Planning Worksheet

Our wealth advisory team can help optimize your financial life

Embarking on the college journey to college can be exhilarating — and overwhelming. That’s why Magellan Financial has designed a comprehensive College Planning Worksheet, available for download here. This essential tool guides students and parents through the complex maze of college preparation, helping to organize everything from initial conversations about career goals to funding avenues and application deadlines.

Whether you’re just starting to explore colleges or are already deep in the process, our worksheet provides a clear roadmap to keep you on track. It’s structured so you consider all aspects of college readiness, from selecting the right institution to securing the necessary aid. By downloading our College Planning Worksheet, you’re taking a crucial step towards aligning your academic goals with your family’s financial realities. 

Contact Magellan Financial

Contact us today to schedule a consultation and build a personalized college savings plan that fits your and your family’s unique needs.

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