Saving for Education

Checklists and worksheets

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Tallying up the costs  PDF document

Get prepared by estimating the potential costs of your child’s education goals.


Financial priority planner PDF document

Determine where education saving fits into your overall financial plan.


Annual review checklist  PDF document

Review topics for discussion and the documents you’ll need for your annual advisor review.


Developing your payment strategy  PDF document

Plan how you’ll pay for higher education – without disrupting your overall financial plan.