College Data Input
Client Information
Client Info Spouse Info
Courtesy Title
First Name
Last Name
Birthdate (mm-dd-yyyy)
Occupation
Employer
Street Address
Street Address - additional
City
State
Zip Code
Phone
Email Address
Marital Status
+ Dependent Information and College Needs
Name Birthdate (mm-dd-yyyy) Description Annual Cost Set aside (taxable) Set aside (529) % You Pay Starting age Years needed
1
2
3
4
5
+ Rate Assumptions
Before-tax investment return
Marginal tax bracket
College cost inflation rate
Annual increase in contributions