College Planning Services
Secure your child's education
Let us help you understand the nuances of college planning so you can discover the best path forward.
We'll help you with:
Then, we walk you through the next steps, answer your questions, address any concerns, support you in creating a strategy, and help you take action on it in order to help you make the best financial decision you can for your child’s future.
Unsure where and how to start?
Your College Planning Advisor and Certified Financial Planner™
Drew is a Certified College Financial Consultant and a Wealth Manager here at Woodson Wealth Management.
Drew started his career at an independent RIA serving the community of Brenham, a small Texas town outside of Houston. He later moved to the Dallas area where he acted as the central financial planner supporting a team of advisors managing $3 billion in assets for roughly 800 high net-worth clients.
In 2021, he set out to start his own RIA with a focus on working with Gen X and Y clients, helping them navigate the financial challenges faced by young professionals. After a year and a half as a solo advisor, Drew found kindred spirits at Woodson Wealth Management, and was excited to be part of a team once again.
He is passionate about helping clients live fulfilling lives and has a particular interest in solving the challenges young families face around planning for college and managing student loans after graduation.
Here's what you get
We make it easy for you to decide which plan is best for your family.
|College Money Report™||The Graduation Plan||The Honor Roll||The Dean's List|
Included in One-Time Financial Planning Fee
Included in On-going Financial Planning
What is it?
College Affordability Assessment
Project-style financial planning service covering core topics needed for college-bound family
College Planning + Financial Plan
College Planning + Wealth Management
Who is it for?
Ideal for high school student with standardized test scores (SAT/ACT) and list of schools
Ideal for college-bound family who want to achieve higher education without over-paying for college
Ideal for college-bound families who want an integrated plan for college, staying on track for retirement, and achieving other financial goals
Ideal for college-bound families who want a plan to fund college that is integrated into a wealth management strategy
30-minute power session w/ some client pre-work
3-meetings: Get Organized, Get a Plan, Get Ahead
3 College focus sessions + Financial Planning Process
3 College focus sessions + Ongoing Financial Planning (Invetment Management optional)
How Much Colleges Think You Can Afford (EFC)
Will You Qualify for Need-based Grants?
Will You Qualify for Merit-based Scholarships?
1 & 4 Year Out of Pocket Cost (For Each College)
Financial Aid Enhancement Ideas
Student Loan Projections
College Pre-Approval™ Budget
College Funding Gap Analysis
College Savings Strategies
529 Plan Advice
Financial Aid Form Guidance
Student Award Analysis & Appeals
Integrated Financial Plan
Ready? Let's meet!
Schedule an introductory call with Drew to discuss what you’re looking for and how he can help, and to also make sure there is a mutual fit and gain an understanding of your needs.