Starting College Checklist

Is your student starting college soon?

College is a commitment. Please reference the list below for potential to-do items to consider when your loved one is starting their college adventure.

Talk to your financial professional about:

☐ A withdrawal strategy and the need to change any investment allocations

Additional action items:

☐ Consider talking to a legal professional about creating a medical power of attorney for your student so you may access their health records in the event of an emergency

☐ Regardless of whether your student is taking their car to college, consider contacting your insurance carrier to discuss possible rate changes

☐ Reach out to your home insurance provider to discuss options to protect your student’s valuables while away from home

☐ Take pictures of your student’s most valuable possessions in the event you have to make an insurance claim

☐ Check in with your health insurance provider to determine coverage availability for your student

☐ Consider talking to a tax professional about available higher education tax deductions

 >> Click here to download this checklist


Let’s Start Something new
Say Hello!

Still have questions? Ready to see if we’re a good fit? Don’t worry we’ll answer all your questions. Submit the form below and our team will contact you as soon as possible!