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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
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Class of 2024: Your College Planning Task/Timeline Preview!

Do you have a high school junior who is college-bound? This is an important time to get a handle on the college planning and financial tasks ahead for your family.... read more →
  • March 27, 2023
  • Susan Campbell
Cwp Action Plan For College Junior Year

Action Plan for College: Junior Year

Junior year is when students can start to see the finish line of high school. They are actively thinking about their next steps--college, career, or maybe military? Things have become... read more →
  • August 5, 2022
  • Joe Messinger, CFP®
  • College Planning
Cwp Action Plan For College Sophomore Year

Action Plan for College: Sophomore Year

Sophomore year is a time when high school students have settled in. They know the drill, and are comfortable with how high school works. At this point, they will start... read more →
  • July 29, 2022
  • Joe Messinger, CFP®
  • College Planning, Financial Planning
Cwp Action Plan For Freshmen

Action Plan for College: Freshman Year

In your child's freshman year, everything about high school is new (and sometimes kind of scary). New school, new classes, new classmates, new teachers...your child is starting on the next... read more →
  • July 22, 2022
  • Joe Messinger, CFP®
  • College Planning
Senior Year Action Plan Cwp

Action Plan for College: Senior Year

Updated July 2022. Senior year...the pinnacle of the high school journey. This year will fly! Senior year is filled with milestones and memories, and we’re sorry to say -- stress.... read more →
  • July 15, 2022
  • Joe Messinger, CFP®
  • College Planning

College Planning in the COVID-19 Crisis

Joe Messinger, CFP® and Beth Probst of At The Core have teamed up to co-host an interactive session with live Q&A aimed at answering the college planning questions on every... read more →
  • April 16, 2020
  • Susan Campbell

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ABOUT OUR BLOG:

Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.

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Class of 2024: Your College Planning Task/Timeline Preview!

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