• Skip to main content
  • Skip to footer

Joe Messinger LLC

  • Speaking
  • For Advisors
  • For College-Bound Families
  • About Joe
  • Insights
    • In the News
    • Events

Get in touch with Joe

For Advisors hero image

For Advisors

Financial advisors can help sandwich-generation families create a holistic financial strategy – and it starts with college planning.

Did you know that figuring out a way to pay for college is the #1 financial fear of Gen X parents?

Advisors who don’t address college planning as part of their comprehensive solution are missing the boat!

Incorporating college planning into your practice can help you to immediately address a pressing, time-sensitive issue your clients are facing. This creates a strong relationship foundation, built on trust and understanding. Once clients have this initial “sword in their back” addressed, they’re willing to trust you with the rest of their critical financial decisions. So, how do you get started?

The Training

Through the Financial Planning Association, I’ve helped to create the College Planning Made Easy Certificate program. A unique training program that streamlines the college planning process. Course participants will walk away learning.

  1. Project a family’s financial aid and out of pocket cost at individual institutions
  2. Create a college funding plan and ensure students graduate with manageable debt without robbing retirement
  3. Understand the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need based financial aid eligibility
  4. Income and asset strategies to maximize financial aid offers
  5. How to analyze, compare, and appeal financial aid award letters
  6. Cash flow and tax planning strategies for college
  7. Understand the pending changes and planning opportunities as a result of the FAFSA Simplification Act

The course is available to members and non-members alike.

REGISTER NOW

Fpa Logo
Featured Presentation | Professional making presentation on a projected screen

The Designation

As a member of the board of the American Institute of Certified College Consultants (AICCFC) I proudly back their certification programs that focus on college planning. Applicants earn not only their certification, but 15 CE credits upon completion of the course.

LEARN MORE

CCFC logo

The Software

I’m a co-founder of College Aid Pro™, the #1 rated financial planning software according to the t3 Survey. College Aid Pro™ is changing the way America shops for college by creating a streamlined approach to college planning through leveraging technology. Advisors can access the College Aid Pro™ system, or partner with our experts and outsource your late stage college planning.

Learn More

College Aid Pro Horizontal Logo

The Mission

With the rising costs of college, the NAPFA Foundation has dedicated itself to offering families the tools needed to create a cost-effective plan for paying for college. Powered by College Aid Pro, families will be able to review specific costs associated with attending the colleges of their choice and gain valuable insights into the complex world of financial aid.

LEARN MORE

NAPFA Logo

College Aid Pro color logo
Capstone Wealth Partners logo
CCFC Logo
Napfa Foundation Logo
Contact me

jsm@capstonewealthpartners.com
614.754.7805

Follow me dashicons-linkedin

JTM powered by Capstone College Partners

Privacy Policy | Web Accessibility | Sitemap This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply

This website uses cookies to improve your experience. View our privacy policy. Dismiss
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT
X