Project Details
College Planning Blueprint
The Mason & Ellis family was three years from tuition bills and needed to balance 529 contributions with FAFSA strategy.
Goldenleaf evaluated tuition targets, aid expectations, and savings paths so they could invest intentionally without squeezing day-to-day cash.
Client
Mason & Ellis Family
Category
College Planning
Budget
9,800$
Date
January 22, 2024
We aligned each child's 529, brokerage, and cash buckets with real deadlines, layering scholarship research and financial-aid requirements.
The family now follows a color-coded plan for deposits, application fees, and campus visits with alerts when paperwork is due.
How the plan came together
Every deliverable focused on clarity for both parents and students--less stress, more progress.
529 Funding Roadmap
Showed monthly deposits, gift strategies, and market assumptions for each child.
Financial Aid Timeline
Outlined FAFSA/CSS milestones, verification steps, and deadlines by school.
Scholarship Tracker
Centralized essay prompts, submission dates, and award status inside one hub.
Decision Room Binder
Summaries comparing cost, aid, and intangibles to support confident choices.