Meet Carleton McHenry, CFP®

Greetings and thanks for visiting this site I've built dedicated solely to college planning. I'm Carleton, and call myself a husband, father, college planning consultant and wealth manager.

Why College Planning?

As you can see from my picture, I am a father to two young boys who will hopefully go off to college one day!

Having helped lots of families over the years, I've come to realize that one of the biggest hurdles most families face is the question of how to plan for college. Next to retirement, putting your kids through college will most likely be the second biggest financial headwind you and your family will face.

The student loan issue has gained lots of attention lately largely because of the amount of debt many families owe for putting their kids through college.

A lot of these families got into this situation because they didn't plan or know how to not just save for college but how to save ON college.

My Mission

My mission is to reach as many families like my own to equip them with the tools, knowledge, and education to be totally prepared for sending their kids through college without having to pay full sticker price and take out huge amounts of debt to get there. There is a better way and I can help you with this.

My Firm

I run a fee-only wealth management firm dedicated to helping Gen X and Y families manage their money and financial resources. In addition to college planning, we help our clients with their cash flow and savings, insurance, estate, taxes, and investing. Our program is built around a concept we call Return on Life or ROL. Feel free to learn more about my firm here.