Life Goals calculates education funding for you or your children / dependents. By calculating the start age of higher education combined with projected degree path and annual cost of college, we are able to map out exactly where you are at and where you need to go to ensure higher education is taken care of.
This Education Needs section is filled in based on any education input on Household Information and/or Dependent and Education Needs.
Current Education Savings
If applicable, fill out the Current Education Savings section that lists the Total amount saved, Monthly savings, and Growth rate. Even if you have no current education savings, enter an assumed growth rate for education savings amount.
Education Goal Notes
Any notes added to the “Education Goal Notes” section will show on the Advisor Notes page in the printed output.