Broker Check

College Funding


                                                                         

   

In early 2000, when Brock Jolly launched his financial planning career, he was optimistic about the future—he had landed his dream job and the financial markets were doing phenomenally well. A few months later, the dot com bubble burst, causing many of Brock’s prospective clients to lose a significant amount of their wealth and, although he didn’t know it at the time, forever changing Brock’s career path.

Because of the market downturn, many parents sought Brock’s advice regarding how to pay for their children’s college education. After doing significant research, he determined that many of his peers didn’t really understand how financial aid and the college funding process worked. He sought to educate parents around this agonizing and fear-inducing topic and discovered his niche.

In 2002, Brock founded The College Funding Coach® with one goal in mind: teaching parents how to pay for college for their kids without sacrificing their own retirement savings. His refreshing and somewhat unconventional workshop, “Little-Known Secrets of Paying for College” was originally taught in all of the counties in and around the Washington, D.C. metropolitan area through adult education programs, directly with public and private schools, as well as with many businesses and community organizations. Regardless of the audience, the message is consistent: college is getting more and more expensive every year, and unless a family develops an informed strategy early—whether that is optimizing your eligibility for need-based aid or maximizing your liquidity and cash flow—it is difficult to “win” the college funding game.

The class is a great complement to the information that schools already provide, by giving tremendously valuable resources and out of the box thinking so that parents have the information to create efficient and effective strategies not only for paying for their children’s college education; but just as importantly, doing so and still being able to retire at the time and in the lifestyle for which they had prepared.

Around 2008, The College Funding Coach® began to expand their footprint, as word spread about their valuable workshop and related services. They now partner with dozens of advisors across the country to bring this critical message to parents. The workshop is fun and Brock and his team of advisors utilize a collaborative approach that is resourceful, creative and independent. They make a complex and seemingly dry topic simple and surprisingly interesting.


Helpful Tools for College Planning

College Savings Estimator

College Savings Estimator

Determine approximately how much money you need to save to pay for college. 

COLLEGE FUNDING ESTIMATOR
<h3>529 Plan Comparison Calculator</h3>

529 Plan Comparison Calculator

Compare and contrast different 529 college savings plans.

529 Plan Comparison Calculator
<h3>Financial Aid Calculator</h3>

Financial Aid Calculator

Gain insight into your potential financial aid eligibility and to estimate your family's Student Aid Index 

Financial Aid Calculator

Our CFC® Six-Step Family Strategy to College Saving

The College<br/>Strategy Evaluation

The College
Strategy Evaluation

Whether through one of our informative workshops, an online webinar, our website, social media, or by being referred by a friend, we want you to fully understand our process and the ways in which we are helping families— probably a lot like yours—save and pay for their children’s education.

Investigation

Investigation

The first step is  to understand the
“rules of the game” when it comes to college funding. By understanding the standardized forms such as the FAFSA and CSS Profile, understanding the timeline and the types of strategies that are being used to save and pay for college, it gives us a great first step towards accomplishing the goal of paying for higher education…and still retiring one day!

Confidential Understanding

Confidential Understanding

Our process is designed for you to work one-on-one with one of our trusted advisors who will really get to know you and understand your children, your goals and what makes you tick—not  just in terms of the singular goal of paying for college; but how that relates to  the rest of your financial world.

Exploration

Exploration

By exploring various financial strategies and how they can improve your financial circumstances and the advantages and disadvantages of each option, we are able to determine the type of strategies that will help to accomplish your goals.

Implementation

Implementation

By going to the financial markets, negotiating on your behalf and selecting institutions with whom to work to customize your plan, we can bring these strategies to life. Our team manages the entire process on your behalf and helps you to position your newly implemented strategies into your existing planning.

Monitoring

Monitoring

Through our ongoing client service model, we help clients monitor changes in the capital markets, tax law changes, changes in the cost of college, and even familial changes so that your strategic planning evolves with you.

*The College Funding Coach is not a subsidiary or affiliate of MML Investors Services, LLC.

                                                                         

   

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