Education Planning Late Stage

How to find schools that will be the most generous with financial aid.

Step 1

Gather your child(s) SATs score.

Step 2

Speak to an Advisor

Step 3

Choose a financial goal for …..

affordability

How much colleges think you can afford.

Financial Aid

How to find schools that will be the most generous with financial aid.

COST

The “out of pocket” cost for all four years at each institution.

Search and find

Find schools that will be the most generous with financial aid

Late Stage Education Planning

Don’t let your child become another statistic in the student loan crisis. Help them make an informed college buying decision.

Title

When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase college affordability, and balance education costs with other financial goals.

Title

When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase college affordability, and balance education costs with other financial goals.

Title

When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase college affordability, and balance education costs with other financial goals.

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Younger Children

Older Children

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CLIENT ACCESS

CHOOSE A PROGRAM

Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Charles Schwab

Access your account information, statements and tax documents.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

CLIENT ACCESS

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.