What to expect during a consultation session
You will be emailed a link to a screen sharing session with the CollegeInvest staff.
The staff will use your inputs (see below) to load the Go/No Go Tool.
The staff will discuss the tool's outputs and explain how these metrics create a profile of the risks and viability of your college plan. The exercise is not intended to produce a definitive answer regarding a plan but is intended to identify significant disconnects between costs & benefits and risks & returns.
You will receive a copy of the final version of the tool.
Set an appointment for a session and be prepared to provide the following inputs:
1. Annual tuition
2. Annual Room & Board
3. Anticipated starting salary during first year after graduation
4. Anticipated salary during the 10th year after graduation
5. Anticipated monthly living expense year 1 thru 9 after graduation
6. Anticipated monthly living expense year 10 and beyond
Items 1&2 should be known amounts. Items 3 & 4 are anticipated compensation levels associated with careers or industries and sourced from professional contacts or public sites like, Payscale.com. Items 5 & 6 are derived from personal experiences and published data.
An emphasis should be placed on jobs and required places of residence, e.g.; investment bank analyst and New York City or software designer and San Francisco. Exact amounts are not critical, instead; amounts within a relevant range are sufficient for application in the session.
*The charge will show up on your bill as Malibu Native Partners LLC