How to Establish a plan for Retirement and College

“Establish a plan for retirement and college” is not referring to college/retirement-specific investment advice. Our coaches are not investment advisors, to be clear. That being said, we do teach clients that there are certain things they can do before, during, and after working with an investment professional to minimize unnecessary stress and maximize success (not return—again, we’re not investment advisors)—in terms of multi-generational financial freedom. Our coaches do partner with investment advisors as needed to best serve our mutual clients and their beneficiaries.