Creating Capital’s College Planning Service
Pathway is a planning model that allows members to explore projections of various possible financial outcomes based on data from your linked external financial accounts, a variety of other inputs, your tolerance for risk and your current investments. College Planning enhances the features of Pathway and provides for additional planning functionality using additional inputs and assumptions.
The advisory provider for CCC is a SEC-registered investment advisor providing financial advisory and planning services to investors who become clients pursuant to a written agreement, which you can read here. Pathway’s financial planning models are designed to assist Clients in preparing for their financial future and allows them to personalize assumptions for their portfolios.
Pathway shows You the way
Projects the cost of college
Once you choose a college/country of study and course we will show you how much it will cost by the time your child starts school. Our breakdown includes tuition and expenses and accounts for inflation.
Calculates your financial requirement
Financial requirement depends on your income, finances and the college you choose. We consider all the factors and estimate how much funds will cover. Learn More
Shows how much you need to save
We help you set a realistic monthly savings goal based on the future costs and your expected financial requirement. We’ll even show you how adjusting your savings could affect your account’s growth over time.
The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.
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