Skip to main content

Capstone Wealth Partners

WAtch Smart Money MOves for the College-Bound™

Capstone Wealth Partners is excited to be presenting this Smart Money Moves for the College-Bound™ webinar, hosted by nationally recognized college planning expert Joe Messinger, CFP®, ChFC, CLU, CCFC.

This presentation will teach you:

  • How much colleges think you can afford vs. how much your family can afford
  • The key differences between the FAFSA and CSS Profile
  • How to find schools that will be the most generous with financial aid and scholarship money
  • How to have the college money talk with kids
  • How to successfully appeal to colleges for more scholarship money
  • The college funding gap and resulting student loans
  • How the new “federal earnings test” and “program survival test” could impact your college and major selection


Get tips other families don’t know and walk away knowing how to find the most FREE money for college.

Do you have more questions? Click here to schedule a FREE session with Joe to get some answers.

About Joe Messinger, CFP®, ChFC, CLU, CCFC

Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease.

Messinger is a Co-Founder of College Aid Pro™, the award winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.

Joe serves as a member of the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC) and the NAPFA Foundation College Affordability Project.

He is known as an industry thought leader in the area of college financial planning. He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.

Register For “Smart Money Moves for the College-Bound™”