College Planning

What’s Included

Our WealthFXCollege is split into two phases based on whether in the saving mode or paying mode. Each phase has specific strategies to ensure your children, grandchildren (or yourself!) can achieve the education they deserve. Our process starts with evaluating risk tolerance and assessing current economics. To start your journey, please complete our general questionnaire. Once completed, you will receive an introductory email along with a link to Riskalyze which will allow us to measure your risk profile. Additional steps will follow to help clarify your options and provide a financial plan. Enriching people’s lives is our goal here at Wealth Effects!

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Legacy planning