Education Planning
An important desire for many parents is ensuring their children can attend college.
At NovaDius, we understand that funding your child’s education requires commitment and careful planning. After all, we have kids who are about to enter college too! To help prepare for your child’s higher education dreams, we will work closely with you to develop a plan that is right for your family. NovaDius will:
- Analyze your family’s education needs.
- Determine the best option for your family’s and child’s specific situation.
- Recommend the proper funding strategies.
- Assist with the appropriate investment selection and portfolio allocation.
- Monitor your investments and rebalance the allocation when necessary.
By following an educational funding plan, we will help you ensure your education savings remain on track with your child’s timeline and goals. NovaDius has experience and insight into many educational funding account types including:
- 529 Plans
- Coverdell Educations Savings Accounts (ESAs)
- Pre-paid tuition plans
Child or Grandchild Financial Mentoring
Secondary Education Planning is a family endeavor as it impacts every family member’s life. NovaDius, as your financial advisor, can also mentor your child when it comes to investments and financial planning. Inviting them into the process and forming our own relationship with them offers numerous lifelong benefits. They will receive financial and investment insight, advice, knowledge, and education that they can take with them throughout their life. As independent adults, they will have the necessary skills to make better informed decisions along their own financial journey.